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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.78M -$93.6K -1,214 -2%
WCAMG
27
Woodard & Company Asset Management Group
North Carolina
$3.7M -$74.4K -965 -2%
BFC
28
Bedel Financial Consulting
Indiana
$3.43M +$483K +6,271 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.43M +$28.4K +369 +0.8%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.23M -$164K -2,123 -5%
Goldman Sachs
31
Goldman Sachs
New York
$3.21M
KAS
32
Kestra Advisory Services
Texas
$3.17M +$62.4K +809 +2%
GA
33
Goldstein Advisors
Wisconsin
$2.78M -$18.1K -235 -0.6%
BAMG
34
Brand Asset Management Group
Missouri
$2.66M -$617 -8 -0%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.64M +$1.35M +17,519 +97%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$105K +1,366 +4%
EH
37
Equitable Holdings
New York
$2.39M +$130K +1,688 +6%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$5.09K +66 +0.2%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.84M +$119K +1,546 +7%
MFG
40
Merit Financial Group
Georgia
$1.83M +$5.24K +68 +0.3%
FTUS
41
Flow Traders U.S.
New York
$1.8M +$1.88M +24,356 New
FA
42
Flagstar Advisors
New York
$1.79M +$771 +10 +0%
Truist Financial
43
Truist Financial
North Carolina
$1.74M +$33.8K +439 +2%
Cerity Partners
44
Cerity Partners
New York
$1.54M -$60.4K -784 -4%
WIA
45
World Investment Advisors
California
$1.53M -$45.2K -587 -3%
UAG
46
United Advisor Group
Ohio
$1.45M +$189K +2,454 +14%
JSA
47
Jim Saulnier & Associates
Colorado
$1.44M +$55.3K +717 +4%
PCM
48
Parsons Capital Management
Rhode Island
$1.32M -$90.2K -1,170 -6%
PGWM
49
Pitti Group Wealth Management
New York
$1.26M -$59.3K -769 -4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.24M +$219K +2,842 +20%