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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Barrett & Company
Rhode Island
$242K +$1.02K +14 +0.4%
FCA
127
FinTrust Capital Advisors
South Carolina
$236K
SAM
128
Silvercrest Asset Management
New York
$235K
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$229K
WWM
130
Western Wealth Management
Colorado
$224K -$18.2K -250 -8%
EWM
131
Empirical Wealth Management
Washington
$221K +$211K +2,912 New
OIA
132
OneDigital Investment Advisors
Kansas
$214K -$9.88K -136 -5%
AWA
133
Arete Wealth Advisors
Illinois
$208K +$200K +2,752 New
RA
134
RFG Advisory
Alabama
$208K -$23.7K -327 -11%
MPCG
135
Matrix Private Capital Group
New York
$205K +$2.69K +37 +1%
MWM
136
Mosley Wealth Management
California
$204K +$192K +2,647 New
LWCFA
137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K
Franklin Resources
138
Franklin Resources
California
$193K
CIA
139
Cape Investment Advisory
Georgia
$184K
GWM
140
Geneos Wealth Management
Colorado
$170K
HI
141
Harbour Investments
Wisconsin
$163K -$7.92K -109 -5%
NA
142
NewEdge Advisors
Louisiana
$151K +$106K +1,465 +282%
TRCT
143
Tower Research Capital (TRC)
New York
$146K -$11.7K -161 -8%
CPA
144
Clear Point Advisors
New York
$137K +$73 +1 +0.1%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$126K +$106K +1,462 +738%
SPIA
146
Steward Partners Investment Advisory
New York
$126K +$2.25K +31 +2%
S
147
SignatureFD
Georgia
$110K +$11.4K +157 +12%
RIL
148
Rothschild Investment LLC
Illinois
$110K +$105K +1,451 New
EWM
149
EPG Wealth Management
Georgia
$108K +$103K +1,423 New
CA
150
CoreCap Advisors
Michigan
$104K +$99.5K +1,371 New