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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
101
Certified Advisory Corp
Florida
$65K +$1.42K +28 +2%
AIC
102
Archer Investment Corporation
Indiana
$44K +$42.8K +844 New
JP Morgan Chase
103
JP Morgan Chase
New York
$43K +$41.2K +812 New
SIAS
104
Shine Investment Advisory Services
Colorado
$36K +$203 +4 +0.6%
LWA
105
Lowe Wealth Advisors
Maryland
$32K
PCG
106
Private Capital Group
Connecticut
$25K
SIM
107
Sonora Investment Management
Arizona
$23K
SFS
108
Sowell Financial Services
Arkansas
$22K
TFGT
109
TS Financial Group (TSFG)
Illinois
$22K
MF
110
Manchester Financial
California
$20K +$19.1K +376 New
ADL
111
Asset Dedication LLC
California
$17K
PMFA
112
Plante Moran Financial Advisors
Michigan
$17K
GI
113
Gradient Investments
Minnesota
$16K +$203 +4 +1%
JCM
114
Jacobi Capital Management
Pennsylvania
$15K +$203 +4 +1%
IFWM
115
Institute for Wealth Management
Colorado
$15K +$14.4K +284 New
EI
116
Ellevest Inc
New York
$11K -$257K -5,056 -96%
GEA
117
Glen Eagle Advisors
New Jersey
$9.64K
AIC
118
Ameritas Investment Company
Nebraska
$9K
SW
119
SVB Wealth
Massachusetts
$9K +$9.13K +180 New
MAM
120
Meeder Asset Management
Ohio
$5K
PA
121
Parallel Advisors
California
$4K
WTC
122
WhitTier Trust Company
Nevada
$4K
CTC
123
Central Trust Company
Missouri
$3K
IFAM
124
Institutional & Family Asset Management
Colorado
$3K
LAS
125
Lloyd Advisory Services
Georgia
$3K +$3.25K +64 New