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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HighMark Wealth Management
Minnesota
$98.6K – – –
HNB
152
Huntington National Bank
Ohio
$76K – – –
AF
153
Advisornet Financial
Minnesota
$73.7K +$218 +3 +0.3%
FFL
154
Financial Freedom LLC
Ohio
$71.2K – – –
FFA
155
Farther Finance Advisors
California
$65.3K -$5.88K -81 -9%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$62.4K +$49.8K +686 +508%
AFS
157
Annapolis Financial Services
Maryland
$53.2K – – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$52.3K -$8.93K -123 -15%
AW
159
Avion Wealth
Texas
$48K – – –
AssetMark Inc
160
AssetMark Inc
California
$47.1K -$31.7K -436 -41%
MBFW
161
Morton Brown Family Wealth
Pennsylvania
$36.3K +$145 +2 +0.4%
AF
162
Allworth Financial
California
$33.4K – – –
TFGT
163
TS Financial Group (TSFG)
Illinois
$32K – – –
WT
164
Washington Trust
Rhode Island
$31.9K – – –
Russell Investments Group
165
Russell Investments Group
United Kingdom
$29K -$11.1K -153 -29%
FGC
166
Financial Gravity Companies
Texas
$24.9K +$23.8K +328 New
AIC
167
Archer Investment Corporation
Indiana
$24.4K – – –
OW
168
Olistico Wealth
Oklahoma
$22.8K – – –
SIS
169
Sound Income Strategies
Florida
$21.3K – – –
PS
170
Principal Securities
Iowa
$20.4K +$7.26K +100 +60%
SL
171
Salomon & Ludwin
Virginia
$19.2K – – –
NIC
172
Northwest Investment Counselors
Oregon
$17.2K +$16.5K +227 New
CAL
173
Capital Analysts LLC
Pennsylvania
$16K – – –
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$15.6K – – –
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$15.2K – – –