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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$665K -$310K -3,749 -32%
FP
77
Financial Perspectives
Minnesota
$665K +$137K +1,653 +26%
GWM
78
Geneos Wealth Management
Colorado
$663K +$220K +2,659 +50%
TWP
79
Triad Wealth Partners
Kansas
$662K +$30.7K +372 +5%
HH
80
Hilltop Holdings
Texas
$658K +$23.3K +282 +4%
AWM
81
Apollon Wealth Management
South Carolina
$639K -$180K -2,180 -22%
Mariner
82
Mariner
Kansas
$605K +$16.1K +195 +3%
TSW
83
Three Seasons Wealth
Utah
$568K +$9.25K +112 +2%
SCM
84
SB Capital Management
California
$559K +$558K +6,756 New
LC
85
Lawood & Co
Pennsylvania
$557K +$556K +6,736 New
AFG
86
Atomi Financial Group
New York
$549K
HTC
87
Haverford Trust Company
Pennsylvania
$546K +$3.63K +44 +0.7%
Corient Private Wealth
88
Corient Private Wealth
Florida
$541K -$95.8K -1,160 -15%
MA
89
Mutual Advisors
Nebraska
$537K
IWC
90
Integrated Wealth Concepts
Massachusetts
$535K -$33.2K -402 -6%
Comerica Bank
91
Comerica Bank
Texas
$530K +$32.1K +389 +6%
GS
92
GWN Securities
Florida
$527K +$526K +6,365 New
PI
93
PFG Investments
New York
$509K
IWM
94
IHT Wealth Management
Illinois
$469K +$13.1K +158 +3%
FF
95
Financial Futures
New Jersey
$460K -$2.06K -25 -0.4%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$446K
KWM
97
Kaydan Wealth Management
Michigan
$446K
SWM
98
Steinberganna Wealth Management
New York
$442K +$330 +4 +0.1%
HPM
99
Hoxton Planning & Management
West Virginia
$430K +$14.6K +177 +4%
OC
100
Opal Capital
Florida
$422K +$399K +4,828 New