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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
176
Boyd Watterson Asset Management
Ohio
$14K – – –
GEA
177
Glen Eagle Advisors
New Jersey
$14K – – –
WIM
178
Westside Investment Management
California
$13.3K +$73 +1 +0.6%
JIP
179
Jaffetilchin Investment Partners
Florida
$7.76K +$7.41K +102 New
SNB
180
Security National Bank
Nebraska
$7.6K – – –
WTC
181
WhitTier Trust Company
Nevada
$5.17K – – –
ADL
182
Asset Dedication LLC
California
$3.15K – – –
NP
183
NorthRock Partners
Minnesota
$1.9K – – –
William Blair & Company
184
William Blair & Company
Illinois
$1.44K +$1.38K +19 New
HGERS
185
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
GTAM
186
Global Trust Asset Management
Florida
$912 – – –
GWSG
187
GPS Wealth Strategies Group
Colorado
$460 – – –
LOIP
188
Live Oak Investment Partners
Texas
$304 – – –
SOS
189
Silver Oak Securities
Tennessee
– -$1.19M -16,908 Closed
MCM
190
MAI Capital Management
Ohio
– -$307K -4,380 Closed
EWA
191
Evolution Wealth Advisors
Florida
– -$280K -4,000 Closed
Charles Schwab
192
Charles Schwab
California
– -$269K -3,831 Closed
CTB
193
Country Trust Bank
Illinois
– -$209K -2,987 Closed
IAIM
194
International Assets Investment Management
Florida
– -$21.4K -306 Closed
RIA
195
Realta Investment Advisors
Delaware
– -$13.5K -192 Closed
TWP
196
Triad Wealth Partners
Kansas
– -$7.99K -114 Closed