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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$1.19M -$85.8K -1,217 -7%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M -$916 -13 -0.1%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.06M +$129K +1,825 +14%
DAS
54
Diversify Advisory Services
Utah
$1.05M +$432K +6,134 +68%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$967K
MMA
56
Miracle Mile Advisors
California
$958K -$66.7K -946 -6%
GWM
57
Gibbs Wealth Management
Georgia
$946K +$951K +13,499 New
JWCA
58
J.W. Cole Advisors
Florida
$886K -$66.2K -940 -7%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$868K
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$834K -$8.18K -116 -1%
AA
61
Axiom Advisory
California
$833K +$833K +11,813 New
CFGS
62
Concourse Financial Group Securities
Alabama
$812K -$1.06K -15 -0.1%
SAM
63
S.A. Mason
Michigan
$812K +$21.8K +310 +3%
AC
64
Apella Capital
Connecticut
$805K
AWM
65
Apollon Wealth Management
South Carolina
$760K
LCM
66
Liberty Capital Management
Michigan
$715K
SAM
67
Summit Asset Management
Tennessee
$691K
T
68
TrueFG
Texas
$682K -$46.2K -655 -6%
FNWA
69
Financial Network Wealth Advisors
Utah
$557K +$560K +7,952 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$544K +$25.1K +356 +5%
Mariner
71
Mariner
Kansas
$516K -$352 -5 -0.1%
IWC
72
Integrated Wealth Concepts
Massachusetts
$513K -$1.06K -15 -0.2%
PAG
73
Private Advisor Group
New Jersey
$500K +$280K +3,974 +126%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$482K +$2.33K +33 +0.5%
AIP
75
Ameritas Investment Partners
Nebraska
$467K +$70 +1 +0%