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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Whittier Trust
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 – – –
Valeo Financial Advisors
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 – – –
Gradient Investments
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 – – –
Covington Capital Management
86
Covington Capital Management
California
$4K -$932 -20 -20%
Central Trust Company
87
Central Trust Company
Missouri
$3K -$2.8K -60 -50%
Parallel Advisors
88
Parallel Advisors
California
$3K – – –
WhitTier Trust Company
89
WhitTier Trust Company
Nevada
$3K – – –
IFAM
90
Institutional & Family Asset Management
Colorado
$3K +$2.61K +56 New
BlackRock
91
BlackRock
New York
$2K – – –
Steward Partners Investment Advisory
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
ZWJ Investment Counsel
95
ZWJ Investment Counsel
Georgia
– -$371K -8,000 Closed
Cetera Advisor Networks
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