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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
76
FinTrust Capital Advisors
South Carolina
$155K
FMII
77
Farmers & Merchants Investments Inc
Nebraska
$151K
Franklin Resources
78
Franklin Resources
California
$150K
US Bancorp
79
US Bancorp
Minnesota
$139K -$2.57K -52 -2%
SSB
80
Sandy Spring Bank
Maryland
$133K
MPCG
81
Matrix Private Capital Group
New York
$119K -$3.95K -80 -3%
FHA
82
Flagship Harbor Advisors
Massachusetts
$119K
EI
83
Ellevest Inc
New York
$117K +$28.5K +576 +33%
HWM
84
HighMark Wealth Management
Minnesota
$112K
CFA
85
Carroll Financial Associates
North Carolina
$93K -$27.7K -560 -23%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$89K
SFPG
87
Stonebridge Financial Planning Group
Florida
$84K -$19.8K -400 -20%
LFG
88
LifePlan Financial Group
Ohio
$84K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$58K +$6.72K +136 +13%
WEC
90
Winslow Evans & Crocker
Massachusetts
$57K
APWA
91
Atlas Private Wealth Advisors
New Jersey
$56K
HS
92
Horan Securities
United States
$37K +$198 +4 +0.5%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$24K +$23.7K +480 New
SIM
94
Sonora Investment Management
Arizona
$22K
SFS
95
Sowell Financial Services
Arkansas
$21K
TFGT
96
TS Financial Group (TSFG)
Illinois
$21K
LWA
97
Lowe Wealth Advisors
Maryland
$20K
PFS
98
Prospera Financial Services
Texas
$17K +$17K +344 New
ADL
99
Asset Dedication LLC
California
$16K
GI
100
Gradient Investments
Minnesota
$15K