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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Procyon Advisors
Connecticut
$274K
IWM
77
IHT Wealth Management
Illinois
$257K -$124 -2 -0%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$251K +$62 +1 +0%
WMA
79
Wealth Management Associates
New Jersey
$238K
AIP
80
Ameritas Investment Partners
Nebraska
$230K
MA
81
Mutual Advisors
Nebraska
$227K +$14.1K +229 +6%
MCM
82
MAI Capital Management
Ohio
$225K
CCA
83
Clearwater Capital Advisors
Illinois
$220K
XF
84
XML Financial
Maryland
$216K
APA
85
American Portfolios Advisors
New York
$215K
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$189K +3,068 +487%
WWM
87
Windsor Wealth Management
Indiana
$207K
FWM
88
Fingerlakes Wealth Management
New York
$201K +$679 +11 +0.3%
RSWM
89
Robertson Stephens Wealth Management
California
$200K
FCA
90
FinTrust Capital Advisors
South Carolina
$183K
Citigroup
91
Citigroup
New York
$177K +$12.5K +203 +7%
CTB
92
Country Trust Bank
Illinois
$175K
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$170K
Franklin Resources
94
Franklin Resources
California
$169K
GWM
95
Geneos Wealth Management
Colorado
$165K
US Bancorp
96
US Bancorp
Minnesota
$152K
TSWM
97
Tyler-Stone Wealth Management
Ohio
$142K
MPCG
98
Matrix Private Capital Group
New York
$142K +$124 +2 +0.1%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$128K +$6.79K +110 +5%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$118K -$4.01K -65 -3%