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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Washington Trust
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%
Capital Analysts LLC
132
Capital Analysts LLC
Pennsylvania
$11K +$12.4K +208 New
MassMutual Private Wealth & Trust
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 – – –
WhitTier Trust Company
136
WhitTier Trust Company
Nevada
$4K – – –
SL
137
Savior LLC
Massachusetts
$3K -$3.76K -63 -52%
Huntington National Bank
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
Robertson Stephens Wealth Management
146
Robertson Stephens Wealth Management
California
– -$200K -3,560 Closed
CoreCap Advisors
147
CoreCap Advisors
Michigan
– -$77K -1,360 Closed
Gradient Investments
148
Gradient Investments
Minnesota
– -$17K -308 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
– -$10K -184 Closed
First Command Advisory Services
150
First Command Advisory Services
Texas
– -$1K -12 Closed