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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
101
Robertson Stephens Wealth Management
California
$225K
CIA
102
Cape Investment Advisory
Georgia
$223K -$1.69K -28 -0.8%
Citigroup
103
Citigroup
New York
$211K +$22.5K +374 +13%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$202K +$12.3K +204 +7%
BC
105
Barrett & Company
Rhode Island
$197K +$602 +10 +0.3%
CTB
106
Country Trust Bank
Illinois
$197K
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$191K
Franklin Resources
108
Franklin Resources
California
$190K
FCA
109
FinTrust Capital Advisors
South Carolina
$182K
PMFA
110
Plante Moran Financial Advisors
Michigan
$182K +$181 +3 +0.1%
GWM
111
Geneos Wealth Management
Colorado
$163K
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K +$154K +2,556 New
TSWM
113
Tyler-Stone Wealth Management
Ohio
$155K +$147K +2,447 New
MPCG
114
Matrix Private Capital Group
New York
$154K +$60 +1 +0%
AA
115
Addison Advisors
Vermont
$117K +$72.9K +1,210 +188%
US Bancorp
116
US Bancorp
Minnesota
$108K
EWM
117
EPG Wealth Management
Georgia
$85.6K
SPIA
118
Steward Partners Investment Advisory
New York
$85.4K
HWM
119
HighMark Wealth Management
Minnesota
$82.1K
CCA
120
Column Capital Advisors
Indiana
$80K
IGWM
121
ICA Group Wealth Management
Colorado
$74.9K
PB
122
Pinnacle Bancorp
Nebraska
$69.7K
S
123
SignatureFD
Georgia
$68K +$181 +3 +0.3%
FFA
124
Farther Finance Advisors
California
$63K +$20K +332 +50%
JP Morgan Chase
125
JP Morgan Chase
New York
$62.3K +$59.3K +984 New