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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$306K
SPC
102
Sigma Planning Corp
Michigan
$306K -$19.8K -281 -6%
Comerica Bank
103
Comerica Bank
Texas
$289K -$39K -553 -12%
WMA
104
Wealth Management Associates
New Jersey
$285K
AA
105
Addison Advisors
Vermont
$284K
EWA
106
Evolution Wealth Advisors
Florida
$280K
MCCP
107
Mission Creek Capital Partners
California
$279K -$143K -2,024 -34%
GT
108
Glenview Trust
Kentucky
$272K
Charles Schwab
109
Charles Schwab
California
$269K +$270K +3,831 New
XF
110
XML Financial
Maryland
$268K
CCA
111
Clearwater Capital Advisors
Illinois
$256K
ATS
112
Ashton Thomas Securities
New York
$253K +$255K +3,620 New
RSWM
113
Robertson Stephens Wealth Management
California
$250K
Creative Planning
114
Creative Planning
Kansas
$243K
Citigroup
115
Citigroup
New York
$242K -$30K -425 -11%
NG
116
Norden Group
Utah
$240K +$242K +3,428 New
BFG
117
Bouchey Financial Group
New York
$235K
WWM
118
Western Wealth Management
Colorado
$224K -$7.05K -100 -3%
FIA
119
Foundations Investment Advisors
Arizona
$223K +$8.39K +119 +4%
BC
120
Barrett & Company
Rhode Island
$222K +$705 +10 +0.3%
BRWA
121
B. Riley Wealth Advisors
Florida
$220K -$168K -2,388 -43%
FCA
122
FinTrust Capital Advisors
South Carolina
$218K
SAM
123
Silvercrest Asset Management
New York
$216K
RA
124
RFG Advisory
Alabama
$215K +$634 +9 +0.3%
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$211K