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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.97M +$1.04M +12,113 +15%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.77M +$1.26M +14,682 +22%
Stifel Financial
28
Stifel Financial
Missouri
$6.06M -$113K -1,315 -2%
PFG
29
Pacific Financial Group
Washington
$5.57M -$127K -1,488 -2%
YWS
30
Yarger Wealth Strategies
Ohio
$5.43M -$105K -1,227 -2%
GIA
31
Gladstone Institutional Advisory
Florida
$5.29M -$60K -700 -1%
CIC
32
Carnegie Investment Counsel
Ohio
$5.03M -$11.7K -137 -0.2%
BFC
33
Bedel Financial Consulting
Indiana
$4.98M +$506K +5,910 +11%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$4.33M -$194K -2,268 -4%
SF
35
Summit Financial
New Jersey
$4.12M +$384K +4,482 +10%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$259K +3,019 +7%
EH
37
Equitable Holdings
New York
$3.39M +$533K +6,222 +18%
GA
38
Goldstein Advisors
Wisconsin
$3.15M -$47.5K -555 -1%
SFS
39
Sowell Financial Services
Arkansas
$3M -$163K -1,906 -5%
BAMG
40
Brand Asset Management Group
Missouri
$2.98M -$32.7K -382 -1%
UAG
41
United Advisor Group
Ohio
$2.56M -$41.5K -484 -2%
MFG
42
Merit Financial Group
Georgia
$2.32M +$9.68K +113 +0.4%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.28M +$62.3K +727 +3%
Truist Financial
44
Truist Financial
North Carolina
$2.27M -$217K -2,533 -9%
Cerity Partners
45
Cerity Partners
New York
$2.08M +$343K +4,000 +19%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.9M -$676K -7,894 -26%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.6M +$549K +6,403 +49%
PGWM
48
Pitti Group Wealth Management
New York
$1.47M +$121K +1,408 +9%
PCM
49
Parsons Capital Management
Rhode Island
$1.43M
JSA
50
Jim Saulnier & Associates
Colorado
$1.39M -$8.14K -95 -0.6%