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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.27M +$1.21M +16,704 New
PGWM
52
Pitti Group Wealth Management
New York
$1.22M
RW
53
Rede Wealth
Virginia
$1.21M -$138K -1,907 -11%
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.19M -$1.94M -26,724 -63%
DAS
55
Diversify Advisory Services
Utah
$1.14M -$22.3K -307 -2%
GRP
56
Global Retirement Partners
California
$1.13M -$267K -3,680 -20%
JSA
57
Jim Saulnier & Associates
Colorado
$1.12M +$1.07M +14,777 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$27.6K -380 -3%
MMA
59
Miracle Mile Advisors
California
$1M -$33.5K -462 -3%
JWCA
60
J.W. Cole Advisors
Florida
$961K +$436 +6 +0%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$943K
NL
62
NWAM LLC
Washington
$939K +$897K +12,353 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$904K
SAM
64
S.A. Mason
Michigan
$891K +$10.5K +144 +1%
AA
65
Axiom Advisory
California
$874K +$16K +220 +2%
AC
66
Apella Capital
Connecticut
$871K
SC
67
Savant Capital
Illinois
$867K +$828K +11,404 New
AWM
68
Apollon Wealth Management
South Carolina
$824K
CFGS
69
Concourse Financial Group Securities
Alabama
$789K -$87.8K -1,209 -10%
LCM
70
Liberty Capital Management
Michigan
$775K
GLA
71
Good Life Advisors
Pennsylvania
$772K +$369K +5,076 +100%
SAM
72
Summit Asset Management
Tennessee
$749K
T
73
TrueFG
Texas
$729K -$10K -138 -1%
OMC
74
Old Mission Capital
Illinois
$711K +$679K +9,357 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$606K +$15.2K +210 +3%