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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Clearwater Capital Advisors
Illinois
$263K
XF
77
XML Financial
Maryland
$255K
WWM
78
Windsor Wealth Management
Indiana
$245K
MA
79
Mutual Advisors
Nebraska
$243K -$4.61K -68 -2%
RSWM
80
Robertson Stephens Wealth Management
California
$236K
IA
81
IFG Advisory
Georgia
$225K +$814 +12 +0.4%
OIA
82
OneDigital Investment Advisors
Kansas
$216K
IF
83
Ironwood Financial
Arizona
$211K
CTB
84
Country Trust Bank
Illinois
$210K
FCA
85
FinTrust Capital Advisors
South Carolina
$207K
NFG
86
Next Financial Group
Texas
$206K +$16.9K +249 +9%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$204K +$68 +1 +0%
Comerica Bank
88
Comerica Bank
Texas
$204K +$195K +2,877 New
HI
89
Harbour Investments
Wisconsin
$201K -$54.8K -808 -21%
FMII
90
Farmers & Merchants Investments Inc
Nebraska
$200K
Franklin Resources
91
Franklin Resources
California
$200K
US Bancorp
92
US Bancorp
Minnesota
$195K -$5.7K -84 -3%
GWM
93
Geneos Wealth Management
Colorado
$195K +$14.2K +210 +8%
EI
94
Ellevest Inc
New York
$183K -$56.9K -839 -23%
EWM
95
EPG Wealth Management
Georgia
$168K +$171K +2,520 New
MPCG
96
Matrix Private Capital Group
New York
$157K +$2.78K +41 +2%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$149K +$271 +4 +0.2%
CFA
98
Carroll Financial Associates
North Carolina
$123K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$109K +$107K +1,584 New
HWM
100
HighMark Wealth Management
Minnesota
$86K