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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
126
Detalus Advisors
Missouri
$268K +$2.64K +32 +1%
M&T Bank
127
M&T Bank
New York
$268K -$82.4K -997 -24%
BC
128
Barrett & Company
Rhode Island
$268K +$1.16K +14 +0.4%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$258K -$6.2K -75 -2%
SAM
130
Silvercrest Asset Management
New York
$256K
MKW
131
Mullaney, Keating & Wright
Connecticut
$251K +$991 +12 +0.4%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$250K +$43.1K +522 +21%
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$249K
AQR Capital Management
134
AQR Capital Management
Connecticut
$247K
PAG
135
Private Advisor Group
New Jersey
$240K +$330 +4 +0.1%
EFA
136
Evernest Financial Advisors
Indiana
$231K +$19.4K +235 +10%
LOWM
137
Laurel Oak Wealth Management
New Jersey
$222K +$221K +2,678 New
EI
138
Ellevest Inc
New York
$220K +$1.16K +14 +0.5%
AA
139
Addison Advisors
Vermont
$219K
MWM
140
Mosley Wealth Management
California
$219K +$217K +2,621 New
MPCG
141
Matrix Private Capital Group
New York
$217K +$165 +2 +0.1%
FWM
142
Fingerlakes Wealth Management
New York
$213K +$661 +8 +0.3%
MYIA
143
Mount Yale Investment Advisors
Colorado
$207K +$909 +11 +0.4%
VA
144
Valmark Advisers
Ohio
$207K
NA
145
NewEdge Advisors
Louisiana
$164K -$1.57K -19 -0.9%
SPIA
146
Steward Partners Investment Advisory
New York
$159K +$2.4K +29 +2%
CIA
147
Cape Investment Advisory
Georgia
$148K +$148K +1,786 New
HR
148
Howe & Rusling
New York
$144K
S
149
SignatureFD
Georgia
$144K +$9.33K +113 +7%
PMFA
150
Plante Moran Financial Advisors
Michigan
$139K