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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$31K +$29.3K +536 New
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$28K – – –
SIM
103
Sonora Investment Management
Arizona
$26K – – –
SFS
104
Sowell Financial Services
Arkansas
$25K – – –
TFGT
105
TS Financial Group (TSFG)
Illinois
$25K – – –
ADL
106
Asset Dedication LLC
California
$19K – – –
FP
107
Financial Perspectives
Minnesota
$16.9K +$15.8K +288 New
GI
108
Gradient Investments
Minnesota
$15K – – –
AIC
109
Archer Investment Corporation
Indiana
$14.3K – – –
PCG
110
Private Capital Group
Connecticut
$13K – – –
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$11K – – –
GEA
112
Glen Eagle Advisors
New Jersey
$10.8K – – –
FPCG
113
Fort Pitt Capital Group
Pennsylvania
$9K +$8.1K +148 New
MF
114
Manchester Financial
California
$8K – – –
PA
115
Parallel Advisors
California
$4K – – –
WTC
116
WhitTier Trust Company
Nevada
$4K – – –
IFAM
117
Institutional & Family Asset Management
Colorado
$3K – – –
VA
118
Valmark Advisers
Ohio
– -$2.2M -43,944 Closed
SA
119
Silversage Advisors
California
– -$330K -6,596 Closed
TRCT
120
Tower Research Capital (TRC)
New York
– -$274K -5,464 Closed
CWM
121
Chronos Wealth Management
Florida
– -$249K -4,964 Closed
SSB
122
Sandy Spring Bank
Maryland
– -$133K -2,660 Closed
FHA
123
Flagship Harbor Advisors
Massachusetts
– -$119K -2,392 Closed
LWA
124
Lowe Wealth Advisors
Maryland
– -$20K -400 Closed
RG
125
Retirement Group
California
– -$12K -376 Closed