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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$37.4K -$9.37K -133 -20%
NewEdge Advisors
152
NewEdge Advisors
Louisiana
$36.4K -$4.16K -59 -10%
MBFW
153
Morton Brown Family Wealth
Pennsylvania
$34.4K +$70 +1 +0.2%
Allworth Financial
154
Allworth Financial
California
$31.6K – – –
Washington Trust
155
Washington Trust
Rhode Island
$29.4K – – –
TFGT
156
TS Financial Group (TSFG)
Illinois
$29K – – –
FGAM
157
Financial Gravity Asset Management
Texas
$23K -$38.9K -552 -63%
AIC
158
Archer Investment Corporation
Indiana
$22.5K +$5.43K +77 +32%
IAIM
159
International Assets Investment Management
Florida
$21.4K +$21.6K +306 New
OW
160
Olistico Wealth
Oklahoma
$21K +$21.1K +300 New
SIS
161
Sound Income Strategies
Florida
$19.6K – – –
SL
162
Salomon & Ludwin
Virginia
$17.7K -$1.06K -15 -6%
Capital Analysts LLC
163
Capital Analysts LLC
Pennsylvania
$15K – – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$14.4K – – –
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$14.1K – – –
Jones Financial Companies
166
Jones Financial Companies
Missouri
$13.9K +$14K +198 New
RIA
167
Realta Investment Advisors
Delaware
$13.5K – – –
BWAM
168
Boyd Watterson Asset Management
Ohio
$12.9K – – –
GEA
169
Glen Eagle Advisors
New Jersey
$12.9K – – –
WIM
170
Westside Investment Management
California
$12.3K – – –
Principal Securities
171
Principal Securities
Iowa
$11.8K +$4.37K +62 +58%
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$9.43K +$70 +1 +0.7%
TWP
173
Triad Wealth Partners
Kansas
$7.99K +$8.03K +114 New
SNB
174
Security National Bank
Nebraska
$7.01K – – –
WhitTier Trust Company
175
WhitTier Trust Company
Nevada
$4.77K – – –