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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$394K +$1.2K +14 +0.3%
ATS
102
Ashton Thomas Securities
New York
$377K +$387K +4,520 New
HI
103
Harbour Investments
Wisconsin
$363K -$17.3K -202 -4%
SPIA
104
Steward Partners Investment Advisory
New York
$359K +$204K +2,382 +124%
PA
105
Procyon Advisors
Connecticut
$358K -$25.2K -294 -6%
Creative Planning
106
Creative Planning
Kansas
$348K +$3.77K +44 +1%
Citigroup
107
Citigroup
New York
$345K +$2.57K +30 +0.7%
EWA
108
Evolution Wealth Advisors
Florida
$334K
SWM
109
Steinberganna Wealth Management
New York
$330K -$118K -1,379 -26%
GT
110
Glenview Trust
Kentucky
$324K
SWGC
111
Summit Wealth Group (Colorado)
Colorado
$319K
WMA
112
Wealth Management Associates
New Jersey
$319K
MKW
113
Mullaney, Keating & Wright
Connecticut
$318K +$66.9K +781 +26%
XF
114
XML Financial
Maryland
$312K
RSWM
115
Robertson Stephens Wealth Management
California
$297K
SDWMA
116
Schneider Downs Wealth Management Advisors
Pennsylvania
$296K
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$289K -$92.2K -1,076 -24%
CCA
118
Clearwater Capital Advisors
Illinois
$288K
AFG
119
Allegheny Financial Group
Pennsylvania
$284K +$11.1K +130 +4%
PVAMC
120
PPS&V Asset Management Consultants
Michigan
$284K -$38.6K -451 -12%
BC
121
Barrett & Company
Rhode Island
$271K +$771 +9 +0.3%
M&T Bank
122
M&T Bank
New York
$270K
PAG
123
Private Advisor Group
New Jersey
$266K +$25.1K +293 +10%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$263K +$3.08K +36 +1%
Jane Street
125
Jane Street
New York
$259K -$1.43M -16,734 -84%