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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
76
Opulen Financial Group
Virginia
$594K -$81.3K -997 -12%
Mariner
77
Mariner
Kansas
$591K
IWC
78
Integrated Wealth Concepts
Massachusetts
$570K +$326 +4 +0.1%
TSW
79
Three Seasons Wealth
Utah
$561K +$168K +2,063 +44%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$556K +$190K +2,334 +53%
AFG
81
Atomi Financial Group
New York
$551K +$541K +6,637 New
HTC
82
Haverford Trust Company
Pennsylvania
$545K +$3.26K +40 +0.6%
MA
83
Mutual Advisors
Nebraska
$540K +$161K +1,976 +44%
FP
84
Financial Perspectives
Minnesota
$530K +$20K +245 +4%
PI
85
PFG Investments
New York
$511K -$16.3K -200 -3%
Comerica Bank
86
Comerica Bank
Texas
$500K -$4.81K -59 -1%
FF
87
Financial Futures
New Jersey
$464K
IWM
88
IHT Wealth Management
Illinois
$457K +$64.9K +796 +17%
MFGM
89
Marshall Financial Group (Maryland)
Maryland
$452K -$13.2K -162 -3%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$448K -$153K -1,870 -26%
KWM
91
Kaydan Wealth Management
Michigan
$448K
GWM
92
Geneos Wealth Management
Colorado
$445K +$71.8K +880 +20%
SWM
93
Steinberganna Wealth Management
New York
$443K +$435K +5,333 New
HPM
94
Hoxton Planning & Management
West Virginia
$417K -$67K -821 -14%
VT
95
Vise Technologies
New York
$413K
4WM
96
49 Wealth Management
Texas
$399K +$1.47K +18 +0.4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$399K +$392K +4,808 New
NRI
98
NFP Retirement Inc
California
$399K
Citigroup
99
Citigroup
New York
$389K +$47.7K +585 +14%
SC
100
Savant Capital
Illinois
$383K -$55.2K -677 -13%