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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Washington Trust
Rhode Island
$23K
OPW
127
Oxler Private Wealth
New York
$21.2K
SIS
128
Sound Income Strategies
Florida
$15K
IF
129
Integrity Financial
Wyoming
$14K
AIC
130
Archer Investment Corporation
Indiana
$13.1K
TFP
131
Tilia Fiduciary Partners
North Carolina
$11K +$60 +1 +0.5%
CAL
132
Capital Analysts LLC
Pennsylvania
$11K +$12.4K +208 New
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$11K +$12.7K +212 New
RIA
134
Realta Investment Advisors
Delaware
$10K +$11.5K +192 New
GEA
135
Glen Eagle Advisors
New Jersey
$9.91K
WTC
136
WhitTier Trust Company
Nevada
$4K
SL
137
Savior LLC
Massachusetts
$3K -$3.76K -63 -52%
HNB
138
Huntington National Bank
Ohio
$3K
IFAM
139
Institutional & Family Asset Management
Colorado
$3K
RA
140
Rise Advisors
New York
$3K +$60 +1 +2%
ADL
141
Asset Dedication LLC
California
$2K +$2.45K +41 New
MFC
142
Morris Financial Concepts
South Carolina
$1K
W
143
Wealthquest
Ohio
-$2.25M -40,019 Closed
SWM
144
SeaCrest Wealth Management
New York
-$417K -7,401 Closed
FWM
145
Fingerlakes Wealth Management
New York
-$201K -3,567 Closed
RSWM
146
Robertson Stephens Wealth Management
California
-$200K -3,560 Closed
CA
147
CoreCap Advisors
Michigan
-$77K -1,360 Closed
GI
148
Gradient Investments
Minnesota
-$17K -308 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
-$10K -184 Closed
FCAS
150
First Command Advisory Services
Texas
-$1K -12 Closed