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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
101
Adell Harriman & Carpenter
Texas
$343K – – –
PWS
102
Proactive Wealth Strategies
Georgia
$339K +$1.05K +14 +0.3%
Citigroup
103
Citigroup
New York
$327K -$6.59K -88 -2%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$323K +$304K +4,053 New
EWA
105
Evolution Wealth Advisors
Florida
$319K – – –
Sigma Planning Corp
106
Sigma Planning Corp
Michigan
$312K +$300 +4 +0.1%
Glenview Trust
107
Glenview Trust
Kentucky
$310K – – –
APWA
108
Atlas Private Wealth Advisors
New Jersey
$309K -$155K -2,074 -35%
PVAMC
109
PPS&V Asset Management Consultants
Michigan
$307K – – –
SWGC
110
Summit Wealth Group (Colorado)
Colorado
$305K +$286K +3,825 New
WMA
111
Wealth Management Associates
New Jersey
$304K – – –
XF
112
XML Financial
Maryland
$298K -$3.52K -47 -1%
Robertson Stephens Wealth Management
113
Robertson Stephens Wealth Management
California
$284K – – –
TSWM
114
Tyler-Stone Wealth Management
Ohio
$281K – – –
CCA
115
Clearwater Capital Advisors
Illinois
$275K – – –
BC
116
Barrett & Company
Rhode Island
$256K +$824 +11 +0.3%
DA
117
Detalus Advisors
Missouri
$254K +$15.4K +205 +7%
Foundations Investment Advisors
118
Foundations Investment Advisors
Arizona
$252K – – –
EFA
119
Edge Financial Advisors
Illinois
$250K +$233K +3,114 New
Silvercrest Asset Management
120
Silvercrest Asset Management
New York
$246K – – –
RFG Advisory
121
RFG Advisory
Alabama
$243K -$9.29K -124 -4%
Farmers & Merchants Investments Inc
122
Farmers & Merchants Investments Inc
Nebraska
$240K – – –
Private Advisor Group
123
Private Advisor Group
New Jersey
$230K +$9.96K +133 +5%
LSA
124
Lion Street Advisors
Texas
$229K -$49.1K -655 -19%
AWA
125
Arete Wealth Advisors
Illinois
$216K +$225 +3 +0.1%