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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
$34K – – –
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$30K – – –
SIM
103
Sonora Investment Management
Arizona
$28K – – –
TCWA
104
Ten Capital Wealth Advisors
Washington
$27K -$813K -13,312 -97%
PCG
105
Private Capital Group
Connecticut
$27K +$13.2K +216 +98%
TFGT
106
TS Financial Group (TSFG)
Illinois
$26K – – –
FP
107
Financial Perspectives
Minnesota
$23.4K +$5.13K +84 +29%
GI
108
Gradient Investments
Minnesota
$19K +$244 +4 +1%
AIC
109
Archer Investment Corporation
Indiana
$15.3K – – –
AIC
110
Ameritas Investment Company
Nebraska
$15.1K +$14.7K +240 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$12K – – –
GEA
112
Glen Eagle Advisors
New Jersey
$11.6K – – –
MF
113
Manchester Financial
California
$9K – – –
PA
114
Parallel Advisors
California
$5K – – –
IFAM
115
Institutional & Family Asset Management
Colorado
$4K – – –
WTC
116
WhitTier Trust Company
Nevada
$4K – – –
ADL
117
Asset Dedication LLC
California
$3K -$17.1K -280 -88%
AA
118
Ancora Advisors
Ohio
$2K +$2.2K +36 New
T
119
TrueFG
Texas
– -$613K -10,472 Closed
Comerica Bank
120
Comerica Bank
Texas
– -$361K -5,952 Closed
PA
121
PFG Advisors
Arizona
– -$275K -4,700 Closed
VWA
122
Visionary Wealth Advisors
Illinois
– -$245K -4,192 Closed
PFA
123
Professional Financial Advisors
Nebraska
– -$235K -4,024 Closed
D
124
Diversified
Delaware
– -$86K -1,728 Closed
SIAG
125
Safeguard Investment Advisory Group
California
– -$61K -1,048 Closed