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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
76
BDO Wealth Advisors
Florida
$19K – – –
VFA
77
Valeo Financial Advisors
Indiana
$19K – – –
ADL
78
Asset Dedication LLC
California
$15K – – –
GI
79
Gradient Investments
Minnesota
$13K – – –
RFC
80
Regions Financial Corp
Alabama
$11K +$11.2K +244 New
GEA
81
Glen Eagle Advisors
New Jersey
$8.45K – – –
FIA
82
FNY Investment Advisers
New York
$8K +$8.25K +180 New
AIM
83
Advantage Investment Management
Iowa
$5K – – –
KJWM
84
Kiley Juergens Wealth Management
Washington
$4K +$4.58K +100 New
CTC
85
Central Trust Company
Missouri
$3K – – –
IFAM
86
Institutional & Family Asset Management
Colorado
$3K – – –
PA
87
Parallel Advisors
California
$3K – – –
WTC
88
WhitTier Trust Company
Nevada
$3K – – –
BlackRock
89
BlackRock
New York
$2K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$1K – – –
SG Americas Securities
91
SG Americas Securities
New York
– -$778K -17,168 Closed
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
– -$730K -16,092 Closed
CA
93
Calton & Associates
Florida
– -$250K -5,516 Closed
VHAM
94
Van Hulzen Asset Management
California
– -$234K -5,164 Closed
IWM
95
IHT Wealth Management
Illinois
– -$175K -3,948 Closed
SWP
96
Stratos Wealth Partners
Ohio
– -$167K -3,676 Closed
SEI Investments
97
SEI Investments
Pennsylvania
– -$55K -1,208 Closed
JP Morgan Chase
98
JP Morgan Chase
New York
– -$14K -300 Closed
CCM
99
Covington Capital Management
California
– -$4K -80 Closed