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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
51
Pitti Group Wealth Management
New York
$1.31M -$33.8K -451 -3%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.17M -$158K -2,104 -13%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$38.6K +515 +4%
JWCA
54
J.W. Cole Advisors
Florida
$1.05M +$19.2K +256 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$990K +$931K +12,425 New
ASN
56
Advisory Services Network
Georgia
$978K -$67.2K -897 -7%
GRP
57
Global Retirement Partners
California
$951K +$894K +11,938 New
SAM
58
S.A. Mason
Michigan
$950K +$4.42K +59 +0.5%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$929K +$38.2K +510 +5%
AC
60
Apella Capital
Connecticut
$928K
AWM
61
Apollon Wealth Management
South Carolina
$863K
RW
62
Rede Wealth
Virginia
$832K +$22.7K +303 +3%
LCM
63
Liberty Capital Management
Michigan
$813K
SAM
64
Summit Asset Management
Tennessee
$785K
AIP
65
Ameritas Investment Partners
Nebraska
$747K +$200K +2,671 +40%
T
66
TrueFG
Texas
$743K -$4.94K -66 -0.7%
DAS
67
Diversify Advisory Services
Utah
$706K -$20.7K -276 -3%
AWS
68
Atria Wealth Solutions
New York
$695K -$3.52M -47,006 -84%
Corient Private Wealth
69
Corient Private Wealth
Florida
$693K +$63.5K +848 +11%
MMA
70
Miracle Mile Advisors
California
$679K -$148K -1,973 -19%
OFG
71
Opulen Financial Group
Virginia
$649K -$21.1K -282 -3%
CPA
72
Capital Planning Advisors
California
$634K +$35.2K +470 +6%
HH
73
Hilltop Holdings
Texas
$611K +$575K +7,671 New
TWP
74
Triad Wealth Partners
Kansas
$608K +$572K +7,632 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$579K -$168K -2,241 -24%