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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$62K
PO
77
Private Ocean
California
$53K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$50K -$61.2K -1,264 -49%
CAC
79
Certified Advisory Corp
Florida
$47K
CAAS
80
Capital Asset Advisory Services
Michigan
$45K +$54.3K +1,120 New
WEC
81
Winslow Evans & Crocker
Massachusetts
$44K -$16.3K -336 -23%
AIC
82
Archer Investment Corporation
Indiana
$32K
HS
83
Horan Securities
United States
$28K +$35.5K +732 New
PCG
84
Private Capital Group
Connecticut
$19K +$194 +4 +0.8%
SWA
85
Stratos Wealth Advisors
Ohio
$19K +$24.4K +504 New
SIM
86
Sonora Investment Management
Arizona
$17K
SFS
87
Sowell Financial Services
Arkansas
$16K
TFGT
88
TS Financial Group (TSFG)
Illinois
$16K
LWA
89
Lowe Wealth Advisors
Maryland
$15K -$10.7K -220 -35%
ADL
90
Asset Dedication LLC
California
$12K
MF
91
Manchester Financial
California
$11K -$3.88K -80 -21%
GI
92
Gradient Investments
Minnesota
$11K
WQ
93
Wealth Quarterback
New Jersey
$10.6K +$13.4K +276 New
EI
94
Ellevest Inc
New York
$8K +$194 +4 +2%
GEA
95
Glen Eagle Advisors
New Jersey
$7.04K
AIC
96
Ameritas Investment Company
Nebraska
$7K
WTC
97
WhitTier Trust Company
Nevada
$3K
PA
98
Parallel Advisors
California
$2K -$194 -4 -5%
CTC
99
Central Trust Company
Missouri
$2K
IFAM
100
Institutional & Family Asset Management
Colorado
$2K