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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
176
Sound Income Strategies
Florida
$23.2K – – –
SL
177
Salomon & Ludwin
Virginia
$20.1K – – –
IFP Advisors
178
IFP Advisors
Florida
$19.9K – – –
SFC
179
SYM Financial Corp
Indiana
$18.9K – – –
IF
180
Integrity Financial
Wyoming
$18.3K – – –
BWAM
181
Boyd Watterson Asset Management
Ohio
$15.3K – – –
GEA
182
Glen Eagle Advisors
New Jersey
$15.3K – – –
WIM
183
Westside Investment Management
California
$14.8K +$82 +1 +0.6%
WhitTier Trust Company
184
WhitTier Trust Company
Nevada
$5.68K – – –
ADL
185
Asset Dedication LLC
California
$3.48K – – –
William Blair & Company
186
William Blair & Company
Illinois
$1.58K – – –
DRP
187
Decker Retirement Planning
Utah
$1.41K – – –
Larson Financial Group
188
Larson Financial Group
Missouri
$1.25K +$1.22K +15 New
GTAM
189
Global Trust Asset Management
Florida
$997 – – –
CWM
190
Copia Wealth Management
Oregon
$831 – – –
GWSG
191
GPS Wealth Strategies Group
Colorado
$509 – – –
O'Shaughnessy Asset Management
192
O'Shaughnessy Asset Management
Connecticut
$166 – – –
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
– -$3.09M -38,738 Closed
World Investment Advisors
194
World Investment Advisors
California
– -$1.52M -19,056 Closed
RW
195
Rede Wealth
Virginia
– -$832K -10,445 Closed
Sigma Planning Corp
196
Sigma Planning Corp
Michigan
– -$312K -3,911 Closed
APWA
197
Atlas Private Wealth Advisors
New Jersey
– -$309K -3,882 Closed
SWGC
198
Summit Wealth Group (Colorado)
Colorado
– -$305K -3,825 Closed
Foundations Investment Advisors
199
Foundations Investment Advisors
Arizona
– -$252K -3,161 Closed
LSA
200
Lion Street Advisors
Texas
– -$229K -2,880 Closed