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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$1.45M
JSA
52
Jim Saulnier & Associates
Colorado
$1.38M -$103K -1,267 -7%
PGWM
53
Pitti Group Wealth Management
New York
$1.33M -$39.1K -479 -3%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.22M +$245 +3 +0%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.16M
JWCA
56
J.W. Cole Advisors
Florida
$1.09M +$489 +6 +0%
AT
57
American Trust
Kentucky
$1.01M +$990K +12,130 New
SAM
58
S.A. Mason
Michigan
$1M +$9.22K +113 +0.9%
ASN
59
Advisory Services Network
Georgia
$987K -$16.6K -203 -2%
GRP
60
Global Retirement Partners
California
$979K -$12.4K -152 -1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$954K -$13.9K -170 -1%
AC
62
Apella Capital
Connecticut
$942K
LCM
63
Liberty Capital Management
Michigan
$847K
AWM
64
Apollon Wealth Management
South Carolina
$823K -$75.9K -930 -9%
EFA
65
Edge Financial Advisors
Illinois
$820K +$551K +6,757 +217%
SAM
66
Summit Asset Management
Tennessee
$818K
MMA
67
Miracle Mile Advisors
California
$811K +$101K +1,240 +15%
AIP
68
Ameritas Investment Partners
Nebraska
$780K +$979 +12 +0.1%
T
69
TrueFG
Texas
$732K -$42.7K -523 -6%
DAS
70
Diversify Advisory Services
Utah
$705K -$13.8K -169 -2%
CPA
71
Capital Planning Advisors
California
$666K +$4.24K +52 +0.7%
Citadel Advisors
72
Citadel Advisors
Florida
$650K -$375K -4,596 -37%
Corient Private Wealth
73
Corient Private Wealth
Florida
$640K -$81K -993 -11%
HH
74
Hilltop Holdings
Texas
$637K
TWP
75
Triad Wealth Partners
Kansas
$634K