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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
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
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$159 +$150 +2 New
FF
185
Fortitude Financial
Washington
-$5.22M -70,502 Closed
FTUS
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
GS
188
GTS Securities
Florida
-$662K -8,938 Closed
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
-$475K -5,953 Closed
WWM
190
Western Wealth Management
Colorado
-$211K -2,850 Closed
SIM
191
Synergy Investment Management
Florida
-$173K -2,340 Closed
TRCT
192
Tower Research Capital (TRC)
New York
-$90.1K -1,216 Closed
PA
193
PSI Advisors
Florida
-$49K -662 Closed
WT
194
Washington Trust
Rhode Island
-$31.1K -420 Closed
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
-$22.2K -300 Closed