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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$146K
GWM
102
Geneos Wealth Management
Colorado
$138K -$19.5K -326 -11%
TSWM
103
Tyler-Stone Wealth Management
Ohio
$136K
MPCG
104
Matrix Private Capital Group
New York
$136K +$119 +2 +0.1%
IA
105
IFP Advisors
Florida
$130K +$17.1K +286 +69%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$116K +$4.18K +70 +3%
PFA
107
Professional Financial Advisors
Nebraska
$101K +$112K +1,878 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$94K
EI
109
Ellevest Inc
New York
$73K
SPIA
110
Steward Partners Investment Advisory
New York
$73K +$56.7K +950 +238%
EWM
111
EPG Wealth Management
Georgia
$73K +$80.7K +1,352 New
HWM
112
HighMark Wealth Management
Minnesota
$70K
AFS
113
Annapolis Financial Services
Maryland
$69K +$34.6K +580 +83%
CCA
114
Column Capital Advisors
Indiana
$68K
PMFA
115
Plante Moran Financial Advisors
Michigan
$64K +$299 +5 +0.4%
HI
116
Harbour Investments
Wisconsin
$63K
PB
117
Pinnacle Bancorp
Nebraska
$59K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$59K +$358 +6 +0.6%
AF
119
Advisornet Financial
Minnesota
$47K
PTC
120
Private Trust Company
Ohio
$43K
HS
121
Horan Securities
United States
$41K +$239 +4 +0.5%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$29K
MBFW
123
Morton Brown Family Wealth
Pennsylvania
$25K
AF
124
Allworth Financial
California
$24K +$179 +3 +0.7%
TFGT
125
TS Financial Group (TSFG)
Illinois
$23K