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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
101
Farmers & Merchants Investments Inc
Nebraska
$183K
FCA
102
FinTrust Capital Advisors
South Carolina
$182K
Franklin Resources
103
Franklin Resources
California
$182K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$181K +$52.3K +852 +40%
Citigroup
105
Citigroup
New York
$179K +$10.3K +167 +6%
PMFA
106
Plante Moran Financial Advisors
Michigan
$174K +$246 +4 +0.1%
GWM
107
Geneos Wealth Management
Colorado
$156K
MPCG
108
Matrix Private Capital Group
New York
$147K -$6.08K -99 -4%
EI
109
Ellevest Inc
New York
$139K +$15.2K +248 +12%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$106K
US Bancorp
111
US Bancorp
Minnesota
$104K
EWM
112
EPG Wealth Management
Georgia
$82K
SPIA
113
Steward Partners Investment Advisory
New York
$81.9K
HWM
114
HighMark Wealth Management
Minnesota
$78.7K
CCA
115
Column Capital Advisors
Indiana
$76.6K
IGWM
116
ICA Group Wealth Management
Colorado
$71.8K
PB
117
Pinnacle Bancorp
Nebraska
$66.8K
S
118
SignatureFD
Georgia
$65K +$65.8K +1,072 New
BAM
119
Belpointe Asset Management
Nevada
$57.4K
AF
120
Advisornet Financial
Minnesota
$56.8K +$184 +3 +0.3%
FFL
121
Financial Freedom LLC
Ohio
$56.8K
HI
122
Harbour Investments
Wisconsin
$55.9K -$12.3K -200 -18%
AFS
123
Annapolis Financial Services
Maryland
$42.4K -$35.6K -580 -45%
FFA
124
Farther Finance Advisors
California
$40.3K +$6.88K +112 +20%
AA
125
Addison Advisors
Vermont
$39.1K +$27.9K +455 +239%