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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APWA
101
Atlas Private Wealth Advisors
New Jersey
$76K -$1.18K -18 -2%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$69K +$36.2K +550 +115%
HS
103
Horan Securities
United States
$50K +$66 +1 +0.1%
AssetMark Inc
104
AssetMark Inc
California
$49K +$47.9K +729 New
FP
105
Financial Perspectives
Minnesota
$48.5K +$23.1K +352 +95%
AFS
106
Annapolis Financial Services
Maryland
$47K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$36K – – –
SIM
108
Sonora Investment Management
Arizona
$30K – – –
PCG
109
Private Capital Group
Connecticut
$29K +$132 +2 +0.5%
TFGT
110
TS Financial Group (TSFG)
Illinois
$28K – – –
Washington Trust
111
Washington Trust
Rhode Island
$28K +$27.6K +420 New
Gradient Investments
112
Gradient Investments
Minnesota
$20K – – –
SIS
113
Sound Income Strategies
Florida
$19K +$18.4K +280 New
MFT
114
Moisand Fitzgerald Tamayo
Florida
$13K +$13.2K +200 New
GEA
115
Glen Eagle Advisors
New Jersey
$12.3K – – –
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$12K – – –
Parallel Advisors
117
Parallel Advisors
California
$5K – – –
WhitTier Trust Company
118
WhitTier Trust Company
Nevada
$5K – – –
IFAM
119
Institutional & Family Asset Management
Colorado
$4K – – –
ADL
120
Asset Dedication LLC
California
$3K +$66 +1 +3%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
– -$3.4M -54,136 Closed
Kingsview Wealth Management
122
Kingsview Wealth Management
Oregon
– -$696K -10,932 Closed
AIC
123
Archer Investment Corporation
Indiana
– -$15.3K -244 Closed
AIC
124
Ameritas Investment Company
Nebraska
– -$15.1K -240 Closed
MF
125
Manchester Financial
California
– -$9K -136 Closed