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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
101
Financial Perspectives
Minnesota
$111K -$1.36K -22 -1%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$98K +$185 +3 +0.2%
IA
103
IFP Advisors
Florida
$77K – – –
EI
104
Ellevest Inc
New York
$77K +$124 +2 +0.1%
CA
105
CoreCap Advisors
Michigan
$77K +$84K +1,360 New
HWM
106
HighMark Wealth Management
Minnesota
$73K – – –
CCA
107
Column Capital Advisors
Indiana
$71K – – –
PMFA
108
Plante Moran Financial Advisors
Michigan
$66K +$185 +3 +0.3%
HI
109
Harbour Investments
Wisconsin
$63K +$69.4K +1,123 New
PB
110
Pinnacle Bancorp
Nebraska
$62K – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$61K -$27K -437 -29%
AF
112
Advisornet Financial
Minnesota
$49K +$36.4K +589 +207%
PTC
113
Private Trust Company
Ohio
$45K +$49.4K +800 New
HS
114
Horan Securities
United States
$43K +$124 +2 +0.3%
AFS
115
Annapolis Financial Services
Maryland
$39K – – –
HNB
116
Huntington National Bank
Ohio
$33K – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$30K – – –
MBFW
118
Morton Brown Family Wealth
Pennsylvania
$26K +$62 +1 +0.2%
AF
119
Allworth Financial
California
$25K +$62 +1 +0.2%
TFGT
120
TS Financial Group (TSFG)
Illinois
$24K – – –
WT
121
Washington Trust
Rhode Island
$24K – – –
SPIA
122
Steward Partners Investment Advisory
New York
$23K – – –
GI
123
Gradient Investments
Minnesota
$17K +$62 +1 +0.3%
SIS
124
Sound Income Strategies
Florida
$16K – – –
IF
125
Integrity Financial
Wyoming
$15K – – –