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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
126
Jane Street
New York
$211K +$212K +3,004 New
CTB
127
Country Trust Bank
Illinois
$209K
OIA
128
OneDigital Investment Advisors
Kansas
$206K +$4.93K +70 +2%
PMFA
129
Plante Moran Financial Advisors
Michigan
$202K +$211 +3 +0.1%
LWCFA
130
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
MPCG
131
Matrix Private Capital Group
New York
$187K +$20.1K +285 +12%
Franklin Resources
132
Franklin Resources
California
$175K
CIA
133
Cape Investment Advisory
Georgia
$170K
HI
134
Harbour Investments
Wisconsin
$158K -$4.51K -64 -3%
GWM
135
Geneos Wealth Management
Colorado
$157K
TSWM
136
Tyler-Stone Wealth Management
Ohio
$147K -$12K -170 -8%
TRCT
137
Tower Research Capital (TRC)
New York
$146K +$147K +2,085 New
CPA
138
Clear Point Advisors
New York
$126K +$70 +1 +0.1%
SPIA
139
Steward Partners Investment Advisory
New York
$114K +$18.6K +264 +19%
EWM
140
EPG Wealth Management
Georgia
$99.7K -$100K -1,423 Closed
HWM
141
HighMark Wealth Management
Minnesota
$90.9K
S
142
SignatureFD
Georgia
$90.9K +$5.21K +74 +6%
AssetMark Inc
143
AssetMark Inc
California
$74K +$72.9K +1,035 +4,929%
HNB
144
Huntington National Bank
Ohio
$70.1K
AF
145
Advisornet Financial
Minnesota
$67.7K +$1.27K +18 +2%
FFL
146
Financial Freedom LLC
Ohio
$65.6K
FFA
147
Farther Finance Advisors
California
$65.5K +$634 +9 +1%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$56.9K
AFS
149
Annapolis Financial Services
Maryland
$49.1K
AW
150
Avion Wealth
Texas
$45K +$45.3K +643 New