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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
VestGen Advisors
Illinois
$1.32M -$106K -1,233 -8%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.32M +$15.6K +182 +1%
RW
53
Rede Wealth
Virginia
$1.31M +$372K +4,345 +38%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$32K +374 +3%
AIP
55
Ameritas Investment Partners
Nebraska
$1.12M +$348K +4,059 +43%
BFG
56
Bleakley Financial Group
New Jersey
$1.12M -$75K -875 -6%
AC
57
Apella Capital
Connecticut
$1.03M
ASN
58
Advisory Services Network
Georgia
$968K -$26K -303 -3%
SAM
59
S.A. Mason
Michigan
$959K -$14.6K -170 -1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$829K -$1.63M -18,972 -66%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$812K -$42.7K -499 -5%
SAM
62
Summit Asset Management
Tennessee
$797K
CPA
63
Capital Planning Advisors
California
$785K +$75.1K +877 +10%
RWM
64
Ritholtz Wealth Management
New York
$770K +$790K +9,224 New
OFG
65
Opulen Financial Group
Virginia
$769K -$6.25K -73 -0.8%
DWM
66
Diversify Wealth Management
Utah
$756K +$729K +8,513 New
GWM
67
Geneos Wealth Management
Colorado
$746K +$79.2K +925 +12%
FA
68
Flagstar Advisors
New York
$734K -$224K -2,614 -23%
MMA
69
Miracle Mile Advisors
California
$733K -$81.4K -950 -10%
PWS
70
Proactive Wealth Strategies
Georgia
$718K +$370K +4,314 +101%
FP
71
Financial Perspectives
Minnesota
$717K +$47.5K +555 +7%
T
72
TrueFG
Texas
$715K -$4.11K -48 -0.6%
HH
73
Hilltop Holdings
Texas
$664K
AWM
74
Apollon Wealth Management
South Carolina
$645K
TWP
75
Triad Wealth Partners
Kansas
$637K -$31.9K -372 -5%