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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$258K
EFA
127
Evernest Financial Advisors
Indiana
$237K
LOWM
128
Laurel Oak Wealth Management
New Jersey
$223K
MPCG
129
Matrix Private Capital Group
New York
$223K +$4.37K +51 +2%
MWM
130
Mosley Wealth Management
California
$218K
EI
131
Ellevest Inc
New York
$218K -$4.54K -53 -2%
VVP
132
Venture Visionary Partners
Ohio
$217K +$223K +2,599 New
SC
133
Savant Capital
Illinois
$209K -$156K -1,824 -42%
VA
134
Valmark Advisers
Ohio
$209K
WCAMG
135
Woodard & Company Asset Management Group
North Carolina
$199K -$1.9M -22,125 -90%
S
136
SignatureFD
Georgia
$145K +$428 +5 +0.3%
KFAS
137
Keating Financial Advisory Services
Kansas
$145K +$108K +1,258 +262%
HR
138
Howe & Rusling
New York
$145K
PMFA
139
Plante Moran Financial Advisors
Michigan
$140K
PTC
140
Private Trust Company
Ohio
$139K +$17.9K +209 +14%
CA
141
CoreCap Advisors
Michigan
$136K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$134K +$257 +3 +0.2%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$125K -$129K -1,509 -50%
RIL
144
Rothschild Investment LLC
Illinois
$121K
EWM
145
EPG Wealth Management
Georgia
$119K
PWAM
146
Private Wealth Asset Management
Iowa
$104K
AA
147
Addison Advisors
Vermont
$99.3K -$125K -1,460 -55%
AWM
148
AE Wealth Management
Kansas
$97.2K
GWS
149
Greykasell Wealth Strategies
California
$95.5K +$257 +3 +0.3%
HWM
150
HighMark Wealth Management
Minnesota
$92.7K