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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PVAMC
101
PPS&V Asset Management Consultants
Michigan
$285K
WMA
102
Wealth Management Associates
New Jersey
$283K -$15.4K -200 -5%
XF
103
XML Financial
Maryland
$281K +$54.1K +702 +23%
M&T Bank
104
M&T Bank
New York
$269K
RSWM
105
Robertson Stephens Wealth Management
California
$264K
LSA
106
Lion Street Advisors
Texas
$262K -$51.9K -673 -16%
TSWM
107
Tyler-Stone Wealth Management
Ohio
$261K
CCA
108
Clearwater Capital Advisors
Illinois
$255K
Jones Financial Companies
109
Jones Financial Companies
Missouri
$250K +$24.4K +316 +10%
BC
110
Barrett & Company
Rhode Island
$237K +$848 +11 +0.3%
RA
111
RFG Advisory
Alabama
$235K +$11K +143 +5%
FIA
112
Foundations Investment Advisors
Arizona
$234K +$2.08K +27 +0.9%
SAM
113
Silvercrest Asset Management
New York
$229K
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$223K
DA
115
Detalus Advisors
Missouri
$221K +$230K +2,979 New
FFA
116
Farther Finance Advisors
California
$219K +$168K +2,178 +282%
WWM
117
Western Wealth Management
Colorado
$211K -$7.71K -100 -3%
PAG
118
Private Advisor Group
New Jersey
$204K +$9.87K +128 +5%
MPCG
119
Matrix Private Capital Group
New York
$200K +$154 +2 +0.1%
AWA
120
Arete Wealth Advisors
Illinois
$200K +$308 +4 +0.1%
SIM
121
Synergy Investment Management
Florida
$173K
GWM
122
Geneos Wealth Management
Colorado
$166K
SPIA
123
Steward Partners Investment Advisory
New York
$159K +$37.7K +489 +30%
Franklin Resources
124
Franklin Resources
California
$148K -$38.5K -500 -20%
NA
125
NewEdge Advisors
Louisiana
$148K +$385 +5 +0.3%