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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$62K -$41.1K -936 -38%
PO
77
Private Ocean
California
$57K
CAC
78
Certified Advisory Corp
Florida
$48K +$526 +12 +1%
WCM
79
WealthBridge Capital Management
Ohio
$43K +$47.2K +1,076 New
SWM
80
SeaCrest Wealth Management
New York
$36K
HS
81
Horan Securities
United States
$30K
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$27K
SIAS
83
Shine Investment Advisory Services
Colorado
$27K +$29.8K +680 New
JCM
84
Jacobi Capital Management
Pennsylvania
$24K -$34K -776 -57%
WT
85
Whittier Trust
California
$22K
SIM
86
Sonora Investment Management
Arizona
$19K
PCG
87
Private Capital Group
Connecticut
$19K +$175 +4 +0.8%
VFA
88
Valeo Financial Advisors
Indiana
$16K
AIA
89
Arcadia Investment Advisors
Idaho
$14.1K +$15.3K +348 New
ADL
90
Asset Dedication LLC
California
$13K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$13K +$3.16K +72 +29%
GI
92
Gradient Investments
Minnesota
$12K -$76K -1,732 -85%
RFC
93
Regions Financial Corp
Alabama
$10K
GEA
94
Glen Eagle Advisors
New Jersey
$7.43K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$6K -$10.5K -240 -63%
RCG
96
Ruggie Capital Group
Florida
$5K +$5.09K +116 New
APA
97
American Portfolios Advisors
New York
$4.85K +$5.26K +120 New
AIM
98
Advantage Investment Management
Iowa
$4K
WTC
99
WhitTier Trust Company
Nevada
$3K
CTC
100
Central Trust Company
Missouri
$2K