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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mosley Wealth Management
California
$42K -$200K -2,186 -83%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$41.1K
TFGT
178
TS Financial Group (TSFG)
Illinois
$41K
MG
179
Mather Group
Illinois
$39.9K
IAS
180
IMA Advisory Services
Colorado
$39.3K +$37.2K +407 New
William Blair & Company
181
William Blair & Company
Illinois
$37.7K
SIM
182
Synergy Investment Management
Florida
$34.4K -$18.3K -200 -36%
FGC
183
Financial Gravity Companies
Texas
$31.7K +$30K +328 New
IFWM
184
Institute for Wealth Management
Colorado
$27.4K +$25.9K +284 New
OW
185
Olistico Wealth
Oklahoma
$26.6K -$2.28K -25 -8%
IA
186
IFG Advisory
Georgia
$25.5K +$24.1K +264 New
SL
187
Salomon & Ludwin
Virginia
$22K -$1K -11 -5%
SFC
188
SYM Financial Corp
Indiana
$22K
IF
189
Integrity Financial
Wyoming
$21.2K
BWAM
190
Boyd Watterson Asset Management
Ohio
$17.8K
GEA
191
Glen Eagle Advisors
New Jersey
$17.8K
WIM
192
Westside Investment Management
California
$17.4K
NS
193
NBC Securities
Alabama
$11.8K
WTC
194
WhitTier Trust Company
Nevada
$6.59K
GF
195
GGM Financials
Ohio
$5.13K +$4.84K +53 New
ADL
196
Asset Dedication LLC
California
$4.09K
DRP
197
Decker Retirement Planning
Utah
$1.64K
CWM
198
Copia Wealth Management
Oregon
$966
BWS
199
Buck Wealth Strategies
Colorado
$772 +$731 +8 New
Russell Investments Group
200
Russell Investments Group
United Kingdom
$604 -$34.7K -380 -98%