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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Procyon Advisors
Connecticut
$382K
HI
102
Harbour Investments
Wisconsin
$372K +$208K +2,544 +132%
AHC
103
Adell Harriman & Carpenter
Texas
$357K
PWS
104
Proactive Wealth Strategies
Georgia
$355K +$1.3K +16 +0.4%
M&T Bank
105
M&T Bank
New York
$352K -$157K -1,924 -31%
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$336K +$330K +4,048 New
EWA
108
Evolution Wealth Advisors
Florida
$332K
Creative Planning
109
Creative Planning
Kansas
$330K -$50.4K -618 -13%
PJWM
110
Philip James Wealth Mangement
Georgia
$329K -$141K -1,727 -30%
GT
111
Glenview Trust
Kentucky
$323K
PVAMC
112
PPS&V Asset Management Consultants
Michigan
$320K
WMA
113
Wealth Management Associates
New Jersey
$317K
XF
114
XML Financial
Maryland
$311K
ATS
115
Ashton Thomas Securities
New York
$301K +$295K +3,620 New
RSWM
116
Robertson Stephens Wealth Management
California
$296K
CCA
117
Clearwater Capital Advisors
Illinois
$286K
BC
118
Barrett & Company
Rhode Island
$268K +$897 +11 +0.3%
DA
119
Detalus Advisors
Missouri
$267K +$2.2K +27 +0.8%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$265K +$260K +3,190 New
SAM
121
Silvercrest Asset Management
New York
$257K
RA
122
RFG Advisory
Alabama
$254K +$816 +10 +0.3%
MKW
123
Mullaney, Keating & Wright
Connecticut
$251K +$246K +3,017 New
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$250K
AQR Capital Management
125
AQR Capital Management
Connecticut
$248K +$244K +2,988 New