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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
76
XML Financial
Maryland
$224K +$210K +3,828 New
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$224K +$210K +3,832 New
WWM
78
Windsor Wealth Management
Indiana
$213K +$199K +3,632 New
IA
79
IFG Advisory
Georgia
$212K -$65.7K -1,200 -25%
RSWM
80
Robertson Stephens Wealth Management
California
$208K +$195K +3,560 New
IF
81
Ironwood Financial
Arizona
$203K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$195K +$438 +8 +0.2%
CTB
83
Country Trust Bank
Illinois
$185K
FCA
84
FinTrust Capital Advisors
South Carolina
$182K
FMII
85
Farmers & Merchants Investments Inc
Nebraska
$176K
Franklin Resources
86
Franklin Resources
California
$176K
US Bancorp
87
US Bancorp
Minnesota
$164K +$2.19K +40 +1%
EI
88
Ellevest Inc
New York
$140K +$2.41K +44 +2%
MPCG
89
Matrix Private Capital Group
New York
$136K -$3.06K -56 -2%
CFA
90
Carroll Financial Associates
North Carolina
$108K
SFPG
91
Stonebridge Financial Planning Group
Florida
$94K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$89K
D
93
Diversified
Delaware
$86K +$94.6K +1,728 New
HWM
94
HighMark Wealth Management
Minnesota
$76K -$51.2K -936 -42%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$75K +$6.57K +120 +10%
WEC
96
Winslow Evans & Crocker
Massachusetts
$72K +$4.38K +80 +7%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$63K -$2.19K -40 -4%
SIAG
98
Safeguard Investment Advisory Group
California
$61K +$57.4K +1,048 New
HS
99
Horan Securities
United States
$43K
AFS
100
Annapolis Financial Services
Maryland
$41K +$38.3K +700 New