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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNB
176
Security National Bank
Nebraska
$7.62K
WTC
177
WhitTier Trust Company
Nevada
$5.18K
BFP
178
Briaud Financial Planning
Texas
$4K +$4.69K +60 New
ADL
179
Asset Dedication LLC
California
$3.16K
William Blair & Company
180
William Blair & Company
Illinois
$1.45K
DRP
181
Decker Retirement Planning
Utah
$1.29K +$1.33K +17 New
GTAM
182
Global Trust Asset Management
Florida
$914
GWSG
183
GPS Wealth Strategies Group
Colorado
$462
LOIP
184
Live Oak Investment Partners
Texas
$305
TC
185
TownSquare Capital
Utah
-$42.7M -561,771 Closed
PWG
186
Portside Wealth Group
Utah
-$1.92M -25,195 Closed
GWM
187
Gibbs Wealth Management
Georgia
-$1.55M -20,386 Closed
NL
188
NWAM LLC
Washington
-$939K -12,353 Closed
OMC
189
Old Mission Capital
Illinois
-$711K -9,357 Closed
FNWA
190
Financial Network Wealth Advisors
Utah
-$587K -7,717 Closed
AWAU
191
Alliance Wealth Advisors (Utah)
Utah
-$375K -4,935 Closed
DWM
192
Diversify Wealth Management
Utah
-$311K -4,073 Closed
ATS
193
Ashton Thomas Securities
New York
-$275K -3,620 Closed
BRWA
194
B. Riley Wealth Advisors
Florida
-$261K -3,441 Closed
NG
195
Norden Group
Utah
-$253K -3,329 Closed
CPA
196
Clear Point Advisors
New York
-$137K -1,804 Closed
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
-$15.6K -205 Closed
JIP
198
Jaffetilchin Investment Partners
Florida
-$7.76K -102 Closed
HGERS
199
Householder Group Estate & Retirement Specialist
Arizona
-$1K -18 Closed