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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Clearwater Capital Advisors
Illinois
$245K
RSWM
102
Robertson Stephens Wealth Management
California
$239K
BFG
103
Bouchey Financial Group
New York
$226K
WWM
104
Western Wealth Management
Colorado
$222K +$203K +3,300 New
PAG
105
Private Advisor Group
New Jersey
$220K +$201K +3,276 New
TC
106
TownSquare Capital
Utah
$219K -$73.9K -1,204 -27%
BC
107
Barrett & Company
Rhode Island
$211K +$1.84K +30 +1%
FCA
108
FinTrust Capital Advisors
South Carolina
$208K
SAM
109
Silvercrest Asset Management
New York
$207K +$190K +3,089 New
RA
110
RFG Advisory
Alabama
$204K +$187K +3,042 New
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$202K
Franklin Resources
112
Franklin Resources
California
$201K
CTB
113
Country Trust Bank
Illinois
$201K -$7.68K -125 -4%
PMFA
114
Plante Moran Financial Advisors
Michigan
$193K +$737 +12 +0.4%
LWCFA
115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K
CIA
116
Cape Investment Advisory
Georgia
$163K -$54K -880 -27%
HI
117
Harbour Investments
Wisconsin
$160K +$102K +1,663 +230%
MPCG
118
Matrix Private Capital Group
New York
$160K +$184 +3 +0.1%
TSWM
119
Tyler-Stone Wealth Management
Ohio
$152K -$10.4K -169 -7%
GWM
120
Geneos Wealth Management
Colorado
$150K -$20.6K -336 -13%
CPA
121
Clear Point Advisors
New York
$134K +$123K +2,001 New
EWM
122
EPG Wealth Management
Georgia
$92.7K +$1.9K +31 +2%
SPIA
123
Steward Partners Investment Advisory
New York
$90.6K
HWM
124
HighMark Wealth Management
Minnesota
$87.1K
IGWM
125
ICA Group Wealth Management
Colorado
$80.2K +$73.3K +1,194 New