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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$195K
US Bancorp
102
US Bancorp
Minnesota
$182K
TSWM
103
Tyler-Stone Wealth Management
Ohio
$170K -$1.6K -24 -0.9%
MPCG
104
Matrix Private Capital Group
New York
$170K +$11.4K +171 +7%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$146K +$54.3K +816 +61%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$145K +$74.8K +1,124 +109%
FP
107
Financial Perspectives
Minnesota
$134K +$67.3K +1,011 +103%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$117K +$200 +3 +0.2%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$102K +$599 +9 +0.6%
EI
110
Ellevest Inc
New York
$91K +$133 +2 +0.1%
HWM
111
HighMark Wealth Management
Minnesota
$87K
EWM
112
EPG Wealth Management
Georgia
$85K -$83.8K -1,260 -50%
CCA
113
Column Capital Advisors
Indiana
$85K +$84.1K +1,264 New
PMFA
114
Plante Moran Financial Advisors
Michigan
$79K +$77.9K +1,171 New
IA
115
IFP Advisors
Florida
$77K +$27.7K +416 New
PB
116
Pinnacle Bancorp
Nebraska
$74K +$73.3K +1,102 New
HNB
117
Huntington National Bank
Ohio
$54K
HS
118
Horan Securities
United States
$50K +$200 +3 +0.4%
AFS
119
Annapolis Financial Services
Maryland
$47K
T
120
TCWP
Ohio
$46K +$45.5K +684 New
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$41.9K +630 New
VC
122
Vestor Capital
Illinois
$40K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$36K
AA
124
Addison Advisors
Vermont
$33K +$32.7K +492 New
MBFW
125
Morton Brown Family Wealth
Pennsylvania
$31K +$133 +2 +0.4%