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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$240K +$163 +2 +0.1%
TRCT
127
Tower Research Capital (TRC)
New York
$230K +$226K +2,772 New
AWA
128
Arete Wealth Advisors
Illinois
$224K -$653 -8 -0.3%
AA
129
Addison Advisors
Vermont
$220K
EI
130
Ellevest Inc
New York
$220K +$653 +8 +0.3%
MPCG
131
Matrix Private Capital Group
New York
$217K +$163 +2 +0.1%
FWM
132
Fingerlakes Wealth Management
New York
$214K -$3.67K -45 -2%
VA
133
Valmark Advisers
Ohio
$208K +$204K +2,501 New
MYIA
134
Mount Yale Investment Advisors
Colorado
$207K +$204K +2,497 New
VAS
135
Vestmark Advisory Solutions
Massachusetts
$207K +$204K +2,497 New
IA
136
IFG Advisory
Georgia
$204K +$200K +2,455 New
OIA
137
OneDigital Investment Advisors
Kansas
$204K +$200K +2,454 New
EFA
138
Evernest Financial Advisors
Indiana
$200K +$197K +2,411 New
NA
139
NewEdge Advisors
Louisiana
$167K +$489 +6 +0.3%
SPIA
140
Steward Partners Investment Advisory
New York
$157K -$22.4K -274 -13%
HR
141
Howe & Rusling
New York
$144K
PMFA
142
Plante Moran Financial Advisors
Michigan
$139K
CA
143
CoreCap Advisors
Michigan
$135K +$21.9K +269 +20%
S
144
SignatureFD
Georgia
$135K +$2.12K +26 +2%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$133K +$130K +1,596 New
PTC
146
Private Trust Company
Ohio
$121K +$119K +1,453 New
RIL
147
Rothschild Investment LLC
Illinois
$121K
EWM
148
EPG Wealth Management
Georgia
$119K +$571 +7 +0.5%
PWAM
149
Private Wealth Asset Management
Iowa
$103K
AWM
150
AE Wealth Management
Kansas
$97.7K -$14K -172 -13%