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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.12M +$28K +339 +0.5%
PFG
27
Pacific Financial Group
Washington
$5.64M +$670K +8,105 +13%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.49M -$937K -11,338 -15%
YWS
29
Yarger Wealth Strategies
Ohio
$5.48M -$237K -2,875 -4%
GIA
30
Gladstone Institutional Advisory
Florida
$5.31M -$206K -2,492 -4%
CIC
31
Carnegie Investment Counsel
Ohio
$5M +$396K +4,792 +9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.48M -$358K -4,330 -7%
BFC
33
Bedel Financial Consulting
Indiana
$4.45M +$284K +3,433 +7%
SF
34
Summit Financial
New Jersey
$3.71M +$327K +3,959 +10%
Goldman Sachs
35
Goldman Sachs
New York
$3.59M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.41M +$545K +6,597 +19%
GA
37
Goldstein Advisors
Wisconsin
$3.17M -$95.5K -1,156 -3%
SFS
38
Sowell Financial Services
Arkansas
$3.13M -$3.8K -46 -0.1%
BAMG
39
Brand Asset Management Group
Missouri
$2.98M -$56K -678 -2%
GS
40
GTS Securities
Florida
$2.91M -$123K -1,488 -4%
EH
41
Equitable Holdings
New York
$2.88M -$99K -1,198 -3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.6M +$1.65K +20 +0.1%
UAG
43
United Advisor Group
Ohio
$2.58M +$55.1K +667 +2%
Truist Financial
44
Truist Financial
North Carolina
$2.46M +$30.1K +364 +1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.39M +$421K +5,092 +21%
MFG
46
Merit Financial Group
Georgia
$2.29M +$25.7K +311 +1%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.26M +$193K +2,334 +9%
WCAMG
48
Woodard & Company Asset Management Group
North Carolina
$2.03M -$1.92M -23,283 -49%
Cerity Partners
49
Cerity Partners
New York
$1.74M +$3.96K +48 +0.2%
Jane Street
50
Jane Street
New York
$1.64M +$1.64M +19,834 New