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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
76
Financial Network Wealth Advisors
Utah
$587K -$17.1K -235 -3%
APWA
77
Atlas Private Wealth Advisors
New Jersey
$574K +$98.2K +1,352 +22%
Mariner
78
Mariner
Kansas
$560K +$73 +1 +0%
PAG
79
Private Advisor Group
New Jersey
$534K -$7.62K -105 -1%
IWC
80
Integrated Wealth Concepts
Massachusetts
$530K -$25.3K -348 -5%
AIP
81
Ameritas Investment Partners
Nebraska
$525K +$17.1K +236 +4%
HTC
82
Haverford Trust Company
Pennsylvania
$495K
TSW
83
Three Seasons Wealth
Utah
$492K
PJWM
84
Philip James Wealth Mangement
Georgia
$457K -$1.38K -19 -0.3%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$453K -$66.9K -921 -13%
PI
86
PFG Investments
New York
$451K +$73.3K +1,009 +20%
AHC
87
Adell Harriman & Carpenter
Texas
$449K
CPA
88
Capital Planning Advisors
California
$446K +$53.5K +737 +14%
CFD
89
Creative Financial Designs
Indiana
$438K +$16.1K +222 +4%
FF
90
Financial Futures
New Jersey
$425K
KWM
91
Kaydan Wealth Management
Michigan
$410K -$77K -1,060 -16%
Jane Street
92
Jane Street
New York
$397K +$161K +2,213 +74%
RJT
93
Raymond James Trust
Florida
$392K
LSA
94
Lion Street Advisors
Texas
$383K -$22.5K -310 -6%
ASN
95
Advisory Services Network
Georgia
$379K
AWAU
96
Alliance Wealth Advisors (Utah)
Utah
$375K +$11.7K +161 +3%
PA
97
Procyon Advisors
Connecticut
$368K
DWA
98
Divergent Wealth Advisors
Utah
$365K
NRI
99
NFP Retirement Inc
California
$365K
IWM
100
IHT Wealth Management
Illinois
$365K -$1.31K -18 -0.4%