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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$463K +$146K +1,599 +50%
MFGM
102
Marshall Financial Group (Maryland)
Maryland
$460K -$4.47K -49 -1%
MKW
103
Mullaney, Keating & Wright
Connecticut
$455K +$82.1K +899 +24%
SPIA
104
Steward Partners Investment Advisory
New York
$423K +$7.4K +81 +2%
PA
105
Procyon Advisors
Connecticut
$411K -$3.75K -41 -1%
Citigroup
106
Citigroup
New York
$408K +$8.95K +98 +2%
APFP
107
Action Point Financial Planning
Michigan
$400K +$378K +4,144 New
GT
108
Glenview Trust
Kentucky
$375K
SWGC
109
Summit Wealth Group (Colorado)
Colorado
$369K
WMA
110
Wealth Management Associates
New Jersey
$369K
XF
111
XML Financial
Maryland
$361K
SWM
112
Steinberganna Wealth Management
New York
$358K -$22.5K -246 -6%
RSWM
113
Robertson Stephens Wealth Management
California
$344K
SDWMA
114
Schneider Downs Wealth Management Advisors
Pennsylvania
$343K
CCA
115
Clearwater Capital Advisors
Illinois
$333K
AFG
116
Allegheny Financial Group
Pennsylvania
$329K +$822 +9 +0.3%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$327K +$21.3K +233 +7%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$324K -$297K -3,247 -49%
BFF
119
Byrne Financial Freedom
Massachusetts
$323K +$306K +3,349 New
PVAMC
120
PPS&V Asset Management Consultants
Michigan
$318K -$9.86K -108 -3%
BC
121
Barrett & Company
Rhode Island
$315K +$913 +10 +0.3%
M&T Bank
122
M&T Bank
New York
$313K
TCIIS
123
TIAA-CREF Individual & Institutional Services
New York
$312K -$205K -2,248 -41%
SAM
124
Silvercrest Asset Management
New York
$298K
PTC
125
Private Trust Company
Ohio
$291K +$123K +1,352 +81%