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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.1M -$345K -4,472 -23%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$994K
ASN
53
Advisory Services Network
Georgia
$962K -$17.6K -228 -2%
JWCA
54
J.W. Cole Advisors
Florida
$954K -$12.3K -160 -1%
SAM
55
S.A. Mason
Michigan
$879K +$8.71K +113 +1%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$826K -$22.6K -293 -3%
AC
57
Apella Capital
Connecticut
$816K
AWM
58
Apollon Wealth Management
South Carolina
$803K
MMA
59
Miracle Mile Advisors
California
$777K -$114K -1,473 -12%
LCM
60
Liberty Capital Management
Michigan
$756K
AssetMark Inc
61
AssetMark Inc
California
$752K +$564K +7,317 +258%
RW
62
Rede Wealth
Virginia
$751K -$214K -2,783 -22%
SAM
63
Summit Asset Management
Tennessee
$730K
T
64
TrueFG
Texas
$696K -$14.4K -187 -2%
GS
65
GTS Securities
Florida
$662K +$689K +8,938 New
DAS
66
Diversify Advisory Services
Utah
$658K -$78.4K -1,017 -10%
OFG
67
Opulen Financial Group
Virginia
$625K -$617 -8 -0.1%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$622K
Corient Private Wealth
69
Corient Private Wealth
Florida
$581K -$195K -2,526 -24%
CPA
70
Capital Planning Advisors
California
$555K +$37.5K +487 +7%
Mariner
71
Mariner
Kansas
$545K
CFD
72
Creative Financial Designs
Indiana
$520K +$35.1K +455 +7%
IWC
73
Integrated Wealth Concepts
Massachusetts
$507K -$925 -12 -0.2%
AIP
74
Ameritas Investment Partners
Nebraska
$497K +$154 +2 +0%
HTC
75
Haverford Trust Company
Pennsylvania
$483K