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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
76
Three Seasons Wealth
Utah
$598K +$26.5K +309 +5%
HF
77
HRT Financial
New York
$571K +$587K +6,853 New
LC
78
Lawood & Co
Pennsylvania
$562K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$551K +$566K +6,606 New
HTC
80
Haverford Trust Company
Pennsylvania
$551K
GS
81
GWN Securities
Florida
$549K +$18.4K +215 +3%
MA
82
Mutual Advisors
Nebraska
$542K
IWC
83
Integrated Wealth Concepts
Massachusetts
$540K +$771 +9 +0.1%
Corient Private Wealth
84
Corient Private Wealth
Florida
$532K -$14.3K -167 -3%
IWM
85
IHT Wealth Management
Illinois
$471K -$1.46K -17 -0.3%
IAA
86
Independent Advisor Alliance
North Carolina
$470K +$482K +5,628 New
HPM
87
Hoxton Planning & Management
West Virginia
$466K +$33.3K +389 +7%
Mariner
88
Mariner
Kansas
$462K -$152K -1,773 -24%
FF
89
Financial Futures
New Jersey
$457K -$6.85K -80 -1%
TCIIS
90
TIAA-CREF Individual & Institutional Services
New York
$457K +$469K +5,476 New
CBU
91
CIBC Bancorp USA
Illinois
$450K +$462K +5,394 New
KWM
92
Kaydan Wealth Management
Michigan
$450K
PI
93
PFG Investments
New York
$447K -$68.4K -798 -13%
IA
94
IFP Advisors
Florida
$425K +$39.3K +459 +10%
NA
95
NewEdge Advisors
Louisiana
$424K +$265K +3,099 +156%
VT
96
Vise Technologies
New York
$412K
AT
97
American Trust
Kentucky
$411K -$472K -5,514 -53%
4WM
98
49 Wealth Management
Texas
$404K +$1.2K +14 +0.3%
MFGM
99
Marshall Financial Group (Maryland)
Maryland
$401K +$4.54K +53 +1%
NRI
100
NFP Retirement Inc
California
$401K