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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
101
Stonebridge Financial Planning Group
Florida
$86K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$68K -$59.4K -876 -46%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$68K +$271 +4 +0.4%
APWA
104
Atlas Private Wealth Advisors
New Jersey
$64K -$12.2K -180 -16%
FP
105
Financial Perspectives
Minnesota
$54.5K +$6.51K +96 +13%
AFS
106
Annapolis Financial Services
Maryland
$47K
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$36K
HNB
108
Huntington National Bank
Ohio
$35K
AF
109
Allworth Financial
California
$30K +$30.2K +445 New
PCG
110
Private Capital Group
Connecticut
$29K -$543 -8 -2%
SIM
111
Sonora Investment Management
Arizona
$29K
TFGT
112
TS Financial Group (TSFG)
Illinois
$28K
WT
113
Washington Trust
Rhode Island
$28K
SPIA
114
Steward Partners Investment Advisory
New York
$27K +$27.1K +400 New
GI
115
Gradient Investments
Minnesota
$20K
SIS
116
Sound Income Strategies
Florida
$19K
AF
117
Advisornet Financial
Minnesota
$19K +$19.3K +284 New
AIC
118
Archer Investment Corporation
Indiana
$16.2K +$16.6K +244 New
MFT
119
Moisand Fitzgerald Tamayo
Florida
$13K
GEA
120
Glen Eagle Advisors
New Jersey
$12.2K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$12K
WTC
122
WhitTier Trust Company
Nevada
$5K
IFAM
123
Institutional & Family Asset Management
Colorado
$4K
ADL
124
Asset Dedication LLC
California
$3K
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.86K +$1.9K +28 New