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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WhitTier Trust Company
176
WhitTier Trust Company
Nevada
$5.42K – – –
BFP
177
Briaud Financial Planning
Texas
$4K – – –
ADL
178
Asset Dedication LLC
California
$3.33K – – –
William Blair & Company
179
William Blair & Company
Illinois
$1.51K – – –
DRP
180
Decker Retirement Planning
Utah
$1.35K – – –
GTAM
181
Global Trust Asset Management
Florida
$956 – – –
CWM
182
Copia Wealth Management
Oregon
$797 – – –
GWSG
183
GPS Wealth Strategies Group
Colorado
$487 – – –
O'Shaughnessy Asset Management
184
O'Shaughnessy Asset Management
Connecticut
$159 +$150 +2 New
FF
185
Fortitude Financial
Washington
– -$5.22M -70,502 Closed
Flow Traders U.S.
186
Flow Traders U.S.
New York
– -$1.8M -24,356 Closed
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
– -$1.1M -14,806 Closed
GTS Securities
188
GTS Securities
Florida
– -$662K -8,938 Closed
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
– -$475K -5,953 Closed
Western Wealth Management
190
Western Wealth Management
Colorado
– -$211K -2,850 Closed
SIM
191
Synergy Investment Management
Florida
– -$173K -2,340 Closed
Tower Research Capital (TRC)
192
Tower Research Capital (TRC)
New York
– -$90.1K -1,216 Closed
PA
193
PSI Advisors
Florida
– -$49K -662 Closed
Washington Trust
194
Washington Trust
Rhode Island
– -$31.1K -420 Closed
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
– -$22.2K -300 Closed