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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$130K -$20K -460 -14%
SSB
77
Sandy Spring Bank
Maryland
$123K – – –
MPCG
78
Matrix Private Capital Group
New York
$113K -$870 -20 -0.8%
CFA
79
Carroll Financial Associates
North Carolina
$111K – – –
FHA
80
Flagship Harbor Advisors
Massachusetts
$110K – – –
HWM
81
HighMark Wealth Management
Minnesota
$103K – – –
SFPG
82
Stonebridge Financial Planning Group
Florida
$93K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
EI
84
Ellevest Inc
New York
$81K +$67.5K +1,552 +719%
LFG
85
LifePlan Financial Group
Ohio
$78K – – –
CAC
86
Certified Advisory Corp
Florida
$57K +$348 +8 +0.6%
WEC
87
Winslow Evans & Crocker
Massachusetts
$53K -$174 -4 -0.3%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$51K +$48.5K +1,116 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$47K -$12.7K -292 -22%
CAAS
90
Capital Asset Advisory Services
Michigan
$43K -$11.5K -264 -24%
AIC
91
Archer Investment Corporation
Indiana
$38.9K – – –
HS
92
Horan Securities
United States
$34K – – –
PCG
93
Private Capital Group
Connecticut
$22K +$174 +4 +0.8%
SIM
94
Sonora Investment Management
Arizona
$20K – – –
SFS
95
Sowell Financial Services
Arkansas
$19K – – –
TFGT
96
TS Financial Group (TSFG)
Illinois
$19K – – –
LWA
97
Lowe Wealth Advisors
Maryland
$18K – – –
ADL
98
Asset Dedication LLC
California
$15K – – –
GI
99
Gradient Investments
Minnesota
$14K – – –
MF
100
Manchester Financial
California
$14K – – –