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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
101
Wealth Management Associates
New Jersey
$306K
SPC
102
Sigma Planning Corp
Michigan
$305K -$12.7K -162 -4%
EWA
103
Evolution Wealth Advisors
Florida
$305K +$313K +4,000 New
AA
104
Addison Advisors
Vermont
$303K
GT
105
Glenview Trust
Kentucky
$296K
PVAMC
106
PPS&V Asset Management Consultants
Michigan
$293K
M&T Bank
107
M&T Bank
New York
$277K -$57.3K -733 -17%
RSWM
108
Robertson Stephens Wealth Management
California
$271K
TSWM
109
Tyler-Stone Wealth Management
Ohio
$269K -$51.6K -660 -16%
Creative Planning
110
Creative Planning
Kansas
$264K -$860 -11 -0.3%
CCA
111
Clearwater Capital Advisors
Illinois
$262K -$15.6K -200 -5%
MCCP
112
Mission Creek Capital Partners
California
$258K
BFG
113
Bouchey Financial Group
New York
$256K
TRCT
114
Tower Research Capital (TRC)
New York
$250K +$106K +1,354 +70%
BC
115
Barrett & Company
Rhode Island
$243K +$1.02K +13 +0.4%
FIA
116
Foundations Investment Advisors
Arizona
$239K -$4.07K -52 -2%
SAM
117
Silvercrest Asset Management
New York
$235K
XF
118
XML Financial
Maryland
$235K -$56.3K -720 -19%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$234K +$111K +1,416 +85%
RA
120
RFG Advisory
Alabama
$231K +$23.3K +298 +11%
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$229K
WWM
122
Western Wealth Management
Colorado
$225K
EWM
123
Empirical Wealth Management
Washington
$222K
AssetMark Inc
124
AssetMark Inc
California
$216K +$173K +2,212 +357%
OIA
125
OneDigital Investment Advisors
Kansas
$214K +$156 +2 +0.1%