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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
151
Avion Wealth
Texas
$48K – – –
MBFW
152
Morton Brown Family Wealth
Pennsylvania
$36.5K +$156 +2 +0.4%
Allworth Financial
153
Allworth Financial
California
$35K – – –
TFGT
154
TS Financial Group (TSFG)
Illinois
$32K – – –
Washington Trust
155
Washington Trust
Rhode Island
$32K – – –
Russell Investments Group
156
Russell Investments Group
United Kingdom
$27.4K -$1.64K -21 -6%
MAI Capital Management
157
MAI Capital Management
Ohio
$26.7K +$27.4K +350 New
VHAM
158
Van Hulzen Asset Management
California
$26.2K +$26.9K +344 New
FGC
159
Financial Gravity Companies
Texas
$25K – – –
AIC
160
Archer Investment Corporation
Indiana
$24.4K – – –
CWM
161
Centricity Wealth Management
Ohio
$23.5K +$24.1K +308 New
OW
162
Olistico Wealth
Oklahoma
$22.8K – – –
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$22.8K +$7.82K +100 +50%
NorthRock Partners
164
NorthRock Partners
Minnesota
$22.8K +$21.5K +275 +1,100%
SIS
165
Sound Income Strategies
Florida
$21.3K – – –
Principal Securities
166
Principal Securities
Iowa
$20.4K – – –
SL
167
Salomon & Ludwin
Virginia
$18.4K -$939 -12 -5%
IFP Advisors
168
IFP Advisors
Florida
$18.3K +$18.8K +240 New
IF
169
Integrity Financial
Wyoming
$16.8K +$17.2K +220 New
Capital Analysts LLC
170
Capital Analysts LLC
Pennsylvania
$16K – – –
Avior Wealth Management
171
Avior Wealth Management
Nebraska
$14.4K +$14.8K +189 New
BWAM
172
Boyd Watterson Asset Management
Ohio
$14K – – –
GEA
173
Glen Eagle Advisors
New Jersey
$14K – – –
WIM
174
Westside Investment Management
California
$13.4K +$78 +1 +0.6%
AE Wealth Management
175
AE Wealth Management
Kansas
$12.8K +$13.1K +168 New