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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFL
151
Financial Freedom LLC
Ohio
$74.6K – – –
WPA
152
Wealth Preservation Advisors
Tennessee
$56.1K +$225 +3 +0.4%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$55.1K +$150 +2 +0.3%
AW
154
Avion Wealth
Texas
$51K – – –
MBFW
155
Morton Brown Family Wealth
Pennsylvania
$38.4K +$75 +1 +0.2%
Allworth Financial
156
Allworth Financial
California
$35K – – –
TFGT
157
TS Financial Group (TSFG)
Illinois
$33K – – –
Russell Investments Group
158
Russell Investments Group
United Kingdom
$30.5K +$1.57K +21 +6%
Ameritas Advisory Services
159
Ameritas Advisory Services
Nebraska
$29.5K +$27.7K +370 New
MAI Capital Management
160
MAI Capital Management
Ohio
$27.1K – – –
FGC
161
Financial Gravity Companies
Texas
$26.1K +$24.6K +328 New
Principal Securities
162
Principal Securities
Iowa
$25.2K -$6.89K -92 -23%
CWM
163
Centricity Wealth Management
Ohio
$24.5K – – –
OW
164
Olistico Wealth
Oklahoma
$23.9K – – –
SIS
165
Sound Income Strategies
Florida
$22.3K – – –
SL
166
Salomon & Ludwin
Virginia
$19.4K – – –
IFP Advisors
167
IFP Advisors
Florida
$19.1K – – –
SFC
168
SYM Financial Corp
Indiana
$18.2K +$17.1K +228 New
IF
169
Integrity Financial
Wyoming
$17.5K – – –
Capital Analysts LLC
170
Capital Analysts LLC
Pennsylvania
$17K – – –
BWAM
171
Boyd Watterson Asset Management
Ohio
$14.7K – – –
GEA
172
Glen Eagle Advisors
New Jersey
$14.7K – – –
WIM
173
Westside Investment Management
California
$14.1K +$75 +1 +0.6%
SNB
174
Security National Bank
Nebraska
$7.97K – – –
CIAS
175
Capital Investment Advisory Services
North Carolina
$7.65K +$7.19K +96 New