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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
$74.9K +$2.46K +40 +4%
HNB
127
Huntington National Bank
Ohio
$67.1K
AF
128
Advisornet Financial
Minnesota
$63.5K +$430 +7 +0.7%
FFL
129
Financial Freedom LLC
Ohio
$62.8K
FFA
130
Farther Finance Advisors
California
$62.6K -$2.7K -44 -5%
FGAM
131
Financial Gravity Asset Management
Texas
$59.1K +$54K +880 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$54.5K
Russell Investments Group
133
Russell Investments Group
United Kingdom
$47.2K -$26.7K -434 -38%
AFS
134
Annapolis Financial Services
Maryland
$47K
RIM
135
Rockbridge Investment Management
New York
$41K +$37.5K +611 New
PA
136
Parallel Advisors
California
$38.9K +$35.6K +580 New
NA
137
NewEdge Advisors
Louisiana
$38.9K -$833K -13,559 -96%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$36K
JP Morgan Chase
139
JP Morgan Chase
New York
$33.6K
TFGT
140
TS Financial Group (TSFG)
Illinois
$33K +$61 +1 +0.2%
MBFW
141
Morton Brown Family Wealth
Pennsylvania
$31.7K +$307 +5 +1%
AF
142
Allworth Financial
California
$30.7K
WT
143
Washington Trust
Rhode Island
$28.2K
SIS
144
Sound Income Strategies
Florida
$18.8K
AIC
145
Archer Investment Corporation
Indiana
$16.4K
SL
146
Salomon & Ludwin
Virginia
$16K
CFD
147
Creative Financial Designs
Indiana
$15.8K +$14.5K +236 New
CAL
148
Capital Analysts LLC
Pennsylvania
$14K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$13.5K -$614 -10 -5%
BWAM
150
Boyd Watterson Asset Management
Ohio
$12.4K