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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
101
Financial Perspectives
Minnesota
$362K +$20K +276 +6%
4WM
102
49 Wealth Management
Texas
$360K +$1.45K +20 +0.4%
MA
103
Mutual Advisors
Nebraska
$346K
M&T Bank
104
M&T Bank
New York
$332K
PWS
105
Proactive Wealth Strategies
Georgia
$322K +$308K +4,241 New
Citigroup
106
Citigroup
New York
$322K +$56.5K +778 +23%
TSWM
107
Tyler-Stone Wealth Management
Ohio
$318K +$152K +2,093 +100%
SPC
108
Sigma Planning Corp
Michigan
$317K -$14.5K -200 -5%
Comerica Bank
109
Comerica Bank
Texas
$312K -$871 -12 -0.3%
DWM
110
Diversify Wealth Management
Utah
$311K -$38.3K -528 -11%
WMA
111
Wealth Management Associates
New Jersey
$306K -$3.63K -50 -1%
AA
112
Addison Advisors
Vermont
$303K -$4.72K -65 -2%
GT
113
Glenview Trust
Kentucky
$295K
PVAMC
114
PPS&V Asset Management Consultants
Michigan
$293K -$72.6K -1,000 -21%
XF
115
XML Financial
Maryland
$289K -$1.67K -23 -0.6%
CCA
116
Clearwater Capital Advisors
Illinois
$277K
ATS
117
Ashton Thomas Securities
New York
$275K
RSWM
118
Robertson Stephens Wealth Management
California
$271K
Creative Planning
119
Creative Planning
Kansas
$265K +$799 +11 +0.3%
BRWA
120
B. Riley Wealth Advisors
Florida
$261K +$22.4K +308 +10%
MCCP
121
Mission Creek Capital Partners
California
$258K -$42.6K -587 -15%
BFG
122
Bouchey Financial Group
New York
$255K
PMFA
123
Plante Moran Financial Advisors
Michigan
$253K +$32.4K +446 +15%
NG
124
Norden Group
Utah
$253K -$7.19K -99 -3%
FIA
125
Foundations Investment Advisors
Arizona
$242K +$363 +5 +0.2%