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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Triad Wealth Partners
Kansas
$747K
AWM
77
Apollon Wealth Management
South Carolina
$746K
RWM
78
Ritholtz Wealth Management
New York
$737K -$145K -1,587 -17%
SFG
79
SNS Financial Group
Minnesota
$728K +$688K +7,536 New
TSW
80
Three Seasons Wealth
Utah
$654K -$36K -394 -5%
LC
81
Lawood & Co
Pennsylvania
$650K
GS
82
GWN Securities
Florida
$645K +$9.41K +103 +2%
HTC
83
Haverford Trust Company
Pennsylvania
$637K
MA
84
Mutual Advisors
Nebraska
$631K +$3.84K +42 +0.6%
Creative Planning
85
Creative Planning
Kansas
$630K +$215K +2,354 +56%
Corient Private Wealth
86
Corient Private Wealth
Florida
$604K -$11.3K -124 -2%
GRP
87
Global Retirement Partners
California
$600K +$567K +6,210 New
IWM
88
IHT Wealth Management
Illinois
$569K +$22.7K +248 +4%
FF
89
Financial Futures
New Jersey
$529K
Mariner
90
Mariner
Kansas
$525K -$9.22K -101 -2%
CBU
91
CIBC Bancorp USA
Illinois
$521K
KWM
92
Kaydan Wealth Management
Michigan
$521K
PI
93
PFG Investments
New York
$517K
HPM
94
Hoxton Planning & Management
West Virginia
$513K -$25.4K -278 -5%
IA
95
IFP Advisors
Florida
$504K +$11.6K +127 +2%
AQR Capital Management
96
AQR Capital Management
Connecticut
$493K +$467K +5,109 New
VT
97
Vise Technologies
New York
$493K +$11.5K +126 +3%
NA
98
NewEdge Advisors
Louisiana
$492K +$1K +11 +0.2%
AT
99
American Trust
Kentucky
$476K
NRI
100
NFP Retirement Inc
California
$464K