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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$257K +$37.2K +566 +17%
MA
77
Mutual Advisors
Nebraska
$249K +$32.4K +492 +15%
WWM
78
Windsor Wealth Management
Indiana
$244K
EI
79
Ellevest Inc
New York
$241K +$78.9K +1,200 +50%
RSWM
80
Robertson Stephens Wealth Management
California
$238K
IA
81
IFG Advisory
Georgia
$226K +$526 +8 +0.2%
OIA
82
OneDigital Investment Advisors
Kansas
$218K -$344K -5,226 -62%
IF
83
Ironwood Financial
Arizona
$213K -$15.8K -240 -7%
CTB
84
Country Trust Bank
Illinois
$212K
FCA
85
FinTrust Capital Advisors
South Carolina
$208K
Bank of New York Mellon
86
Bank of New York Mellon
New York
$205K +$201K +3,060 New
US Bancorp
87
US Bancorp
Minnesota
$202K -$23.9K -363 -11%
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$202K
Franklin Resources
89
Franklin Resources
California
$201K
NFG
90
Next Financial Group
Texas
$191K -$22.2K -337 -11%
GWM
91
Geneos Wealth Management
Colorado
$181K -$5.16M -78,432 -97%
SWM
92
Spire Wealth Management
Virginia
$173K +$460 +7 +0.3%
SB
93
Strategic Blueprint
Georgia
$161K +$158K +2,400 New
MPCG
94
Matrix Private Capital Group
New York
$155K -$855 -13 -0.6%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$150K -$29.5K -449 -17%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$128K -$5.98K -91 -5%
CFA
97
Carroll Financial Associates
North Carolina
$124K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$89K -$263K -3,996 -75%
HWM
99
HighMark Wealth Management
Minnesota
$87K +$66 +1 +0.1%
SFPG
100
Stonebridge Financial Planning Group
Florida
$81K