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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$145K -$694 -9 -0.5%
EWM
127
EPG Wealth Management
Georgia
$133K +$154 +2 +0.1%
CIA
128
Cape Investment Advisory
Georgia
$132K
PMFA
129
Plante Moran Financial Advisors
Michigan
$124K
PWAM
130
Private Wealth Asset Management
Iowa
$121K +$126K +1,635 New
S
131
SignatureFD
Georgia
$116K +$7.63K +99 +7%
RIL
132
Rothschild Investment LLC
Illinois
$107K
CA
133
CoreCap Advisors
Michigan
$101K -$848 -11 -0.8%
HWM
134
HighMark Wealth Management
Minnesota
$96.1K
TRCT
135
Tower Research Capital (TRC)
New York
$90.1K -$159K -2,062 -63%
GWSA
136
Global Wealth Strategies & Associates
Colorado
$81.5K +$84.8K +1,100 New
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$74.5K
HNB
138
Huntington National Bank
Ohio
$74.1K
AF
139
Advisornet Financial
Minnesota
$72.2K +$231 +3 +0.3%
SVCP
140
Silicon Valley Capital Partners
California
$70.3K +$73.5K +954 New
FFL
141
Financial Freedom LLC
Ohio
$69.3K
WPA
142
Wealth Preservation Advisors
Tennessee
$52K +$54.1K +702 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$51.1K +$77 +1 +0.1%
AWM
144
AE Wealth Management
Kansas
$50.5K +$39.6K +514 +306%
PA
145
PSI Advisors
Florida
$49K +$51K +662 New
AW
146
Avion Wealth
Texas
$48K
MBFW
147
Morton Brown Family Wealth
Pennsylvania
$35.6K +$154 +2 +0.4%
AF
148
Allworth Financial
California
$31.8K
WT
149
Washington Trust
Rhode Island
$31.1K
PS
150
Principal Securities
Iowa
$31.1K +$10.8K +140 +52%