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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
126
Ellevest Inc
New York
$266K +$13.1K +143 +5%
LOWM
127
Laurel Oak Wealth Management
New Jersey
$259K +$91 +1 +0%
MPCG
128
Matrix Private Capital Group
New York
$258K +$183 +2 +0.1%
EFA
129
Evernest Financial Advisors
Indiana
$255K
VA
130
Valmark Advisers
Ohio
$254K +$12K +131 +5%
XT
131
XTX Topco
Cayman Islands
$247K +$234K +2,560 New
VVP
132
Venture Visionary Partners
Ohio
$239K -$10.9K -119 -5%
EWM
133
Empirical Wealth Management
Washington
$230K +$217K +2,380 New
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$226K -$103K -1,128 -33%
CS
135
Capital Square
Tennessee
$225K +$211K +2,312 New
UCFA
136
United Capital Financial Advisors
Texas
$219K +$208K +2,273 New
WS
137
Wedbush Securities
California
$215K +$203K +2,224 New
SC
138
Savant Capital
Illinois
$214K -$26.7K -292 -12%
FWM
139
Fingerlakes Wealth Management
New York
$211K +$200K +2,188 New
KFA
140
Kapstone Financial Advisors
Ohio
$206K +$195K +2,136 New
ACM
141
Advisors Capital Management
New Jersey
$205K +$194K +2,120 New
WCAMG
142
Woodard & Company Asset Management Group
North Carolina
$189K -$39.2K -429 -18%
CIA
143
Cape Investment Advisory
Georgia
$172K +$163K +1,786 New
S
144
SignatureFD
Georgia
$169K +$1.37K +15 +0.9%
KFAS
145
Keating Financial Advisory Services
Kansas
$168K
HR
146
Howe & Rusling
New York
$168K
PMFA
147
Plante Moran Financial Advisors
Michigan
$162K
CA
148
CoreCap Advisors
Michigan
$157K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$155K +$274 +3 +0.2%
RIL
150
Rothschild Investment LLC
Illinois
$140K