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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$211K -$100K -1,335 -34%
EI
127
Ellevest Inc
New York
$210K +$198K +2,639 New
FWM
128
Fingerlakes Wealth Management
New York
$209K +$196K +2,618 New
MPCG
129
Matrix Private Capital Group
New York
$208K -$6.59K -88 -3%
AssetMark Inc
130
AssetMark Inc
California
$190K -$582K -7,766 -77%
SPIA
131
Steward Partners Investment Advisory
New York
$172K +$1.35K +18 +0.8%
NA
132
NewEdge Advisors
Louisiana
$159K +$374 +5 +0.3%
Franklin Resources
133
Franklin Resources
California
$159K
HI
134
Harbour Investments
Wisconsin
$154K -$2.1K -28 -1%
CIA
135
Cape Investment Advisory
Georgia
$142K
HR
136
Howe & Rusling
New York
$138K +$130K +1,736 New
PMFA
137
Plante Moran Financial Advisors
Michigan
$133K
S
138
SignatureFD
Georgia
$127K +$2.1K +28 +2%
RIL
139
Rothschild Investment LLC
Illinois
$116K
EWM
140
EPG Wealth Management
Georgia
$113K -$28.1K -375 -21%
CA
141
CoreCap Advisors
Michigan
$108K
AWM
142
AE Wealth Management
Kansas
$107K +$49.9K +666 +98%
HWM
143
HighMark Wealth Management
Minnesota
$103K
PWAM
144
Private Wealth Asset Management
Iowa
$99.2K -$29.2K -390 -24%
GWSA
145
Global Wealth Strategies & Associates
Colorado
$87.6K
AIC
146
Archer Investment Corporation
Indiana
$87.5K +$58.3K +778 +242%
HNB
147
Huntington National Bank
Ohio
$79.7K
AF
148
Advisornet Financial
Minnesota
$77.8K +$150 +2 +0.2%
SVCP
149
Silicon Valley Capital Partners
California
$76.3K +$300 +4 +0.4%
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$76.3K -$1.57K -21 -2%