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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$240K +$698K +11,436 +298%
WWM
77
Windsor Wealth Management
Indiana
$228K
RSWM
78
Robertson Stephens Wealth Management
California
$223K
IF
79
Ironwood Financial
Arizona
$214K -$3.66K -60 -2%
US Bancorp
80
US Bancorp
Minnesota
$212K +$34.4K +564 +20%
IA
81
IFG Advisory
Georgia
$211K -$16.1K -264 -7%
HI
82
Harbour Investments
Wisconsin
$206K +$200K +3,268 New
MA
83
Mutual Advisors
Nebraska
$203K -$286K -4,692 -59%
NFG
84
Next Financial Group
Texas
$200K -$173K -2,836 -47%
CTB
85
Country Trust Bank
Illinois
$198K
FCA
86
FinTrust Capital Advisors
South Carolina
$195K
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$189K
Franklin Resources
88
Franklin Resources
California
$189K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$169K -$39.8K -652 -20%
SWM
90
Spire Wealth Management
Virginia
$162K +$157K +2,576 New
EI
91
Ellevest Inc
New York
$151K +$488 +8 +0.3%
MPCG
92
Matrix Private Capital Group
New York
$146K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$125K +$43.5K +712 +55%
CFA
94
Carroll Financial Associates
North Carolina
$116K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$89K
HWM
96
HighMark Wealth Management
Minnesota
$82K
SFPG
97
Stonebridge Financial Planning Group
Florida
$77K -$24.4K -400 -25%
APWA
98
Atlas Private Wealth Advisors
New Jersey
$73K +$4.88K +80 +7%
HS
99
Horan Securities
United States
$46K +$244 +4 +0.5%
AFS
100
Annapolis Financial Services
Maryland
$44K