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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$48.5K
HI
127
Harbour Investments
Wisconsin
$43.2K
AFS
128
Annapolis Financial Services
Maryland
$41.8K
AssetMark Inc
129
AssetMark Inc
California
$36K -$1.46M -23,152 -97%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$32K
JP Morgan Chase
131
JP Morgan Chase
New York
$29.9K -$30.4K -483 -49%
TFGT
132
TS Financial Group (TSFG)
Illinois
$29K
HL
133
HeadInvest LLC
Maine
$28.6K +$30.6K +485 New
MBFW
134
Morton Brown Family Wealth
Pennsylvania
$27.9K
AF
135
Allworth Financial
California
$27.3K
WT
136
Washington Trust
Rhode Island
$25.1K
SIS
137
Sound Income Strategies
Florida
$16.7K
SL
138
Salomon & Ludwin
Virginia
$16K +$16.9K +268 New
IF
139
Integrity Financial
Wyoming
$15.5K
AIC
140
Archer Investment Corporation
Indiana
$14.6K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$13.5K +$13.2K +210 New
IA
142
IFP Advisors
Florida
$12.9K
RIA
143
Realta Investment Advisors
Delaware
$12.2K
CAL
144
Capital Analysts LLC
Pennsylvania
$12K
BWAM
145
Boyd Watterson Asset Management
Ohio
$11K
GEA
146
Glen Eagle Advisors
New Jersey
$11K
WIM
147
Westside Investment Management
California
$10.3K
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$8.08K
FIA
149
FNY Investment Advisers
New York
$5K +$6.3K +100 New
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$4.18K -$4.41K -70 -50%