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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$168K +$98.4K +1,683 +143%
FP
102
Financial Perspectives
Minnesota
$166K -$585 -10 -0.4%
Citigroup
103
Citigroup
New York
$164K -$1.52K -26 -0.9%
GWM
104
Geneos Wealth Management
Colorado
$151K
MPCG
105
Matrix Private Capital Group
New York
$148K +$117 +2 +0.1%
TSWM
106
Tyler-Stone Wealth Management
Ohio
$145K -$2.46K -42 -2%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$126K -$994 -17 -0.8%
EI
108
Ellevest Inc
New York
$119K +$39.5K +676 +50%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$102K
US Bancorp
110
US Bancorp
Minnesota
$100K -$58.5K -1,000 -37%
AssetMark Inc
111
AssetMark Inc
California
$97.7K +$97.4K +1,665 New
IA
112
IFP Advisors
Florida
$93K -$11.7K -200 -28%
CA
113
CoreCap Advisors
Michigan
$79.8K +$79.5K +1,360 New
EWM
114
EPG Wealth Management
Georgia
$79.3K
SPIA
115
Steward Partners Investment Advisory
New York
$79.2K
HWM
116
HighMark Wealth Management
Minnesota
$76.1K
AFS
117
Annapolis Financial Services
Maryland
$75.1K
CCA
118
Column Capital Advisors
Indiana
$74.2K
IGWM
119
ICA Group Wealth Management
Colorado
$69.5K +$69.2K +1,184 New
HI
120
Harbour Investments
Wisconsin
$65.9K
PB
121
Pinnacle Bancorp
Nebraska
$65K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$64K +$292 +5 +0.5%
BAM
123
Belpointe Asset Management
Nevada
$55.6K +$55.4K +947 New
FFL
124
Financial Freedom LLC
Ohio
$54.9K +$54.7K +936 New
AF
125
Advisornet Financial
Minnesota
$54.8K +$3.57K +61 +7%