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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$42.4K – – –
MWM
177
Mosley Wealth Management
California
$42K -$200K -2,186 -83%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$41.1K – – –
TFGT
179
TS Financial Group (TSFG)
Illinois
$41K – – –
MG
180
Mather Group
Illinois
$39.9K – – –
IAS
181
IMA Advisory Services
Colorado
$39.3K +$37.2K +407 New
William Blair & Company
182
William Blair & Company
Illinois
$37.7K – – –
SIM
183
Synergy Investment Management
Florida
$34.4K -$18.3K -200 -36%
FGC
184
Financial Gravity Companies
Texas
$31.7K +$30K +328 New
IFWM
185
Institute for Wealth Management
Colorado
$27.4K +$25.9K +284 New
OW
186
Olistico Wealth
Oklahoma
$26.6K -$2.28K -25 -8%
IA
187
IFG Advisory
Georgia
$25.5K +$24.1K +264 New
SL
188
Salomon & Ludwin
Virginia
$22K -$1K -11 -5%
SFC
189
SYM Financial Corp
Indiana
$22K – – –
IF
190
Integrity Financial
Wyoming
$21.2K – – –
BWAM
191
Boyd Watterson Asset Management
Ohio
$17.8K – – –
GEA
192
Glen Eagle Advisors
New Jersey
$17.8K – – –
WIM
193
Westside Investment Management
California
$17.4K – – –
NS
194
NBC Securities
Alabama
$11.8K – – –
WTC
195
WhitTier Trust Company
Nevada
$6.59K – – –
GF
196
GGM Financials
Ohio
$5.13K +$4.84K +53 New
ADL
197
Asset Dedication LLC
California
$4.09K – – –
DRP
198
Decker Retirement Planning
Utah
$1.64K – – –
CWM
199
Copia Wealth Management
Oregon
$966 – – –
BWS
200
Buck Wealth Strategies
Colorado
$772 +$731 +8 New