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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
101
Vise Technologies
New York
$412K
IA
102
Integrity Alliance
Iowa
$410K +$409K +4,954 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$404K +$1.65K +20 +0.4%
4WM
104
49 Wealth Management
Texas
$399K +$1.65K +20 +0.4%
NRI
105
NFP Retirement Inc
California
$397K
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$394K -$56.1K -679 -12%
IA
107
IFP Advisors
Florida
$383K +$363K +4,390 +1,829%
PA
108
Procyon Advisors
Connecticut
$379K -$578 -7 -0.2%
HI
109
Harbour Investments
Wisconsin
$376K +$6.36K +77 +2%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$376K +$41K +496 +12%
SC
111
Savant Capital
Illinois
$358K -$22.7K -275 -6%
PWS
112
Proactive Wealth Strategies
Georgia
$355K +$1.49K +18 +0.4%
Creative Planning
113
Creative Planning
Kansas
$342K +$13K +157 +4%
Citigroup
114
Citigroup
New York
$339K -$48.5K -587 -13%
EWA
115
Evolution Wealth Advisors
Florida
$331K
GT
116
Glenview Trust
Kentucky
$322K
PVAMC
117
PPS&V Asset Management Consultants
Michigan
$319K
SWGC
118
Summit Wealth Group (Colorado)
Colorado
$316K +$316K +3,825 New
WMA
119
Wealth Management Associates
New Jersey
$316K
XF
120
XML Financial
Maryland
$309K
RSWM
121
Robertson Stephens Wealth Management
California
$295K
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K -$41.3K -500 -12%
PJWM
123
Philip James Wealth Mangement
Georgia
$288K -$40.6K -491 -12%
CCA
124
Clearwater Capital Advisors
Illinois
$285K
AFG
125
Allegheny Financial Group
Pennsylvania
$271K +$270K +3,273 New