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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
$1.42M -$24.8K -300 -2%
JSA
52
Jim Saulnier & Associates
Colorado
$1.39M +$17.2K +208 +1%
PGWM
53
Pitti Group Wealth Management
New York
$1.35M +$19.7K +238 +1%
VA
54
VestGen Advisors
Illinois
$1.3M -$4.38M -53,080 -77%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.29M +$79.1K +957 +7%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$36.7K +444 +3%
BFG
57
Bleakley Financial Group
New Jersey
$1.18M +$1.18M +14,283 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.08M +$521K +6,305 +94%
JWCA
59
J.W. Cole Advisors
Florida
$1.06M -$5.78K -70 -0.5%
ASN
60
Advisory Services Network
Georgia
$985K +$2.15K +26 +0.2%
SAM
61
S.A. Mason
Michigan
$965K -$31K -375 -3%
AC
62
Apella Capital
Connecticut
$954K
FA
63
Flagstar Advisors
New York
$944K -$1.01M -12,255 -52%
RW
64
Rede Wealth
Virginia
$940K +$938K +11,357 New
AT
65
American Trust
Kentucky
$864K -$139K -1,687 -14%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$846K -$104K -1,260 -11%
LCM
67
Liberty Capital Management
Michigan
$844K
EFA
68
Edge Financial Advisors
Illinois
$838K +$21.6K +261 +3%
MMA
69
Miracle Mile Advisors
California
$805K -$2.4K -29 -0.3%
SAM
70
Summit Asset Management
Tennessee
$790K -$24.9K -301 -3%
AIP
71
Ameritas Investment Partners
Nebraska
$778K +$1.24K +15 +0.2%
OFG
72
Opulen Financial Group
Virginia
$768K +$176K +2,134 +30%
DAS
73
Diversify Advisory Services
Utah
$735K -$1.65K -20 -0.2%
T
74
TrueFG
Texas
$713K -$15.7K -190 -2%
CPA
75
Capital Planning Advisors
California
$706K +$43.1K +522 +7%