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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
76
Whittier Trust
California
$24K
SIM
77
Sonora Investment Management
Arizona
$21.6K
PCG
78
Private Capital Group
Connecticut
$21K +$186 +4 +0.9%
BWA
79
BDO Wealth Advisors
Florida
$19K
VFA
80
Valeo Financial Advisors
Indiana
$18K +$18.6K +400 New
ADL
81
Asset Dedication LLC
California
$15K
JP Morgan Chase
82
JP Morgan Chase
New York
$14K
GI
83
Gradient Investments
Minnesota
$13K +$13.6K +292 New
GEA
84
Glen Eagle Advisors
New Jersey
$8.34K
AIM
85
Advantage Investment Management
Iowa
$5K
CCM
86
Covington Capital Management
California
$4K -$932 -20 -20%
CTC
87
Central Trust Company
Missouri
$3K -$2.8K -60 -50%
PA
88
Parallel Advisors
California
$3K
WTC
89
WhitTier Trust Company
Nevada
$3K
IFAM
90
Institutional & Family Asset Management
Colorado
$3K +$2.61K +56 New
BlackRock
91
BlackRock
New York
$2K
SPIA
92
Steward Partners Investment Advisory
New York
$1K
Goldman Sachs
93
Goldman Sachs
New York
-$6.14M -132,208 Closed
TH
94
Timber Hill
Connecticut
-$394K -8,500 Closed
ZIC
95
ZWJ Investment Counsel
Georgia
-$371K -8,000 Closed
CAN
96
Cetera Advisor Networks
California
-$332K -7,140 Closed
MIM
97
Marco Investment Management
Georgia
-$320K -6,888 Closed
KeyBank National Association
98
KeyBank National Association
Ohio
-$301K -6,496 Closed
FTS
99
Fifth Third Securities
Ohio
-$254K -5,492 Closed
KJWM
100
Kiley Juergens Wealth Management
Washington
-$4K -100 Closed