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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$28K
GI
127
Gradient Investments
Minnesota
$22K +$140 +2 +0.7%
AF
128
Advisornet Financial
Minnesota
$20K
SIS
129
Sound Income Strategies
Florida
$20K
MCC
130
Money Concepts Capital
Florida
$19K +$19.2K +274 New
IF
131
Integrity Financial
Wyoming
$18K +$18.2K +260 New
AIC
132
Archer Investment Corporation
Indiana
$17.3K
TFP
133
Tilia Fiduciary Partners
North Carolina
$15K +$14.4K +205 New
MFT
134
Moisand Fitzgerald Tamayo
Florida
$14K
GEA
135
Glen Eagle Advisors
New Jersey
$13.1K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$13K
WTC
137
WhitTier Trust Company
Nevada
$5K
RA
138
Rise Advisors
New York
$4.54K +$4.49K +64 New
IFAM
139
Institutional & Family Asset Management
Colorado
$4K
ADL
140
Asset Dedication LLC
California
$3K
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$1.99K
AA
142
Ancora Advisors
Ohio
$1K
MFC
143
Morris Financial Concepts
South Carolina
$1K +$1.19K +17 New
PFG
144
Pacific Financial Group
Washington
-$7.04M -105,861 Closed
BPA
145
Beacon Pointe Advisors
California
-$2.99M -44,981 Closed
GRP
146
Global Retirement Partners
California
-$2.27M -34,167 Closed
Jane Street
147
Jane Street
New York
-$2.09M -31,426 Closed
PMFA
148
Plante Moran Financial Advisors
Michigan
-$495K -7,441 Closed
Comerica Bank
149
Comerica Bank
Texas
-$204K -2,877 Closed
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
-$109K -1,584 Closed