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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Arete Wealth Advisors
Illinois
$206K -$4.07K -52 -2%
MPCG
127
Matrix Private Capital Group
New York
$206K +$156 +2 +0.1%
MWM
128
Mosley Wealth Management
California
$205K -$4.62K -59 -2%
Loring Wolcott & Coolidge Fiduciary Advisors
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K – – –
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$201K +$207K +2,644 New
Private Advisor Group
131
Private Advisor Group
New Jersey
$200K -$344K -4,393 -63%
Franklin Resources
132
Franklin Resources
California
$190K – – –
SIM
133
Synergy Investment Management
Florida
$178K +$183K +2,340 New
Geneos Wealth Management
134
Geneos Wealth Management
Colorado
$171K – – –
NewEdge Advisors
135
NewEdge Advisors
Louisiana
$152K +$469 +6 +0.3%
Harbour Investments
136
Harbour Investments
Wisconsin
$150K -$14.2K -182 -8%
EWM
137
EPG Wealth Management
Georgia
$137K +$29.2K +373 +26%
CIA
138
Cape Investment Advisory
Georgia
$136K -$50.1K -640 -26%
PMFA
139
Plante Moran Financial Advisors
Michigan
$128K -$130K -1,658 -50%
Steward Partners Investment Advisory
140
Steward Partners Investment Advisory
New York
$126K – – –
SignatureFD
141
SignatureFD
Georgia
$112K +$1.25K +16 +1%
RIL
142
Rothschild Investment LLC
Illinois
$110K – – –
CoreCap Advisors
143
CoreCap Advisors
Michigan
$104K – – –
HWM
144
HighMark Wealth Management
Minnesota
$98.8K – – –
Huntington National Bank
145
Huntington National Bank
Ohio
$76.2K – – –
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$74.5K +$12.3K +157 +19%
AF
147
Advisornet Financial
Minnesota
$74K +$235 +3 +0.3%
FFL
148
Financial Freedom LLC
Ohio
$71.3K – – –
Farther Finance Advisors
149
Farther Finance Advisors
California
$58.8K -$6.88K -88 -10%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$52.5K – – –