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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
EPG Wealth Management
Georgia
$138K – – –
AA
152
Addison Advisors
Vermont
$115K – – –
AWM
153
AE Wealth Management
Kansas
$113K – – –
GWS
154
Greykasell Wealth Strategies
California
$111K +$365 +4 +0.3%
HNB
155
Huntington National Bank
Ohio
$96.6K – – –
AIC
156
Archer Investment Corporation
Indiana
$96.6K +$10.5K +115 +13%
AF
157
Advisornet Financial
Minnesota
$96K +$913 +10 +1%
SVCP
158
Silicon Valley Capital Partners
California
$93.7K +$274 +3 +0.3%
HWM
159
HighMark Wealth Management
Minnesota
$89.6K -$16.7K -183 -16%
WB
160
Webster Bank
Connecticut
$79.3K +$75K +821 New
PWAM
161
Private Wealth Asset Management
Iowa
$76.8K -$41.1K -450 -36%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$65.4K +$91 +1 +0.1%
CIAS
163
Capital Investment Advisory Services
North Carolina
$63.1K +$14.2K +155 +31%
AW
164
Avion Wealth
Texas
$62K – – –
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$60.7K -$15.4K -169 -21%
OL
166
one8zero8 LLC
North Carolina
$57.9K – – –
Vanguard Advisers Inc
167
Vanguard Advisers Inc
Pennsylvania
$54.3K – – –
CFM
168
Compass Financial Management
Florida
$52.4K +$49.6K +543 New
ATPW
169
Ashton Thomas Private Wealth
Arizona
$50.2K – – –
UBS AM
170
UBS AM
Illinois
$50.2K – – –
UB
171
UMB Bank
Missouri
$49.7K – – –
BW
172
Basepoint Wealth
Iowa
$47.3K +$91 +1 +0.2%
MBFW
173
Morton Brown Family Wealth
Pennsylvania
$47.2K +$91 +1 +0.2%
CAL
174
Capital Analysts LLC
Pennsylvania
$47K +$91 +1 +0.2%
AssetMark Inc
175
AssetMark Inc
California
$43.6K -$1.37K -15 -3%