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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
176
Russell Investments Group
United Kingdom
$32.2K -$343 -4 -1%
FGAM
177
Financial Gravity Asset Management
Texas
$27.4K – – –
MAI Capital Management
178
MAI Capital Management
Ohio
$26.7K -$857 -10 -3%
OW
179
Olistico Wealth
Oklahoma
$25K – – –
SIS
180
Sound Income Strategies
Florida
$23.5K – – –
SL
181
Salomon & Ludwin
Virginia
$20.2K – – –
SFC
182
SYM Financial Corp
Indiana
$19K – – –
IF
183
Integrity Financial
Wyoming
$18.4K – – –
SC
184
Steph & Co
Wisconsin
$17.4K +$17.9K +209 New
BWAM
185
Boyd Watterson Asset Management
Ohio
$15.4K – – –
GEA
186
Glen Eagle Advisors
New Jersey
$15.4K – – –
WIM
187
Westside Investment Management
California
$15K +$86 +1 +0.6%
NS
188
NBC Securities
Alabama
$10.2K – – –
WhitTier Trust Company
189
WhitTier Trust Company
Nevada
$5.76K – – –
BWM
190
Bullock Wealth Management
Indiana
$5.46K +$5.57K +65 New
ADL
191
Asset Dedication LLC
California
$3.52K – – –
DRP
192
Decker Retirement Planning
Utah
$1.42K – – –
CWM
193
Copia Wealth Management
Oregon
$834 – – –
O'Shaughnessy Asset Management
194
O'Shaughnessy Asset Management
Connecticut
$167 – – –
Goldman Sachs
195
Goldman Sachs
New York
– -$3.59M -43,380 Closed
GTS Securities
196
GTS Securities
Florida
– -$2.91M -35,168 Closed
JWCA
197
J.W. Cole Advisors
Florida
– -$1.06M -13,075 Closed
Diversify Advisory Services
198
Diversify Advisory Services
Utah
– -$735K -8,540 Closed
Atomi Financial Group
199
Atomi Financial Group
New York
– -$549K -6,637 Closed
IA
200
Integrity Alliance
Iowa
– -$410K -4,954 Closed