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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CoreCap Advisors
Michigan
$135K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$132K +$413 +5 +0.3%
FHA
153
Flagship Harbor Advisors
Massachusetts
$123K +$122K +1,481 New
PTC
154
Private Trust Company
Ohio
$120K
RIL
155
Rothschild Investment LLC
Illinois
$120K
EWM
156
EPG Wealth Management
Georgia
$118K
PWAM
157
Private Wealth Asset Management
Iowa
$103K
AWM
158
AE Wealth Management
Kansas
$96.5K -$826 -10 -0.9%
GWS
159
Greykasell Wealth Strategies
California
$94.4K +$413 +5 +0.4%
HWM
160
HighMark Wealth Management
Minnesota
$91.9K
GWSA
161
Global Wealth Strategies & Associates
Colorado
$91K
HNB
162
Huntington National Bank
Ohio
$82.7K
BHWM
163
Beaird Harris Wealth Management
Texas
$81.4K +$81.3K +984 New
AF
164
Advisornet Financial
Minnesota
$81.3K +$248 +3 +0.3%
AIC
165
Archer Investment Corporation
Indiana
$80.8K -$12.6K -152 -13%
SVCP
166
Silicon Valley Capital Partners
California
$79.8K +$330 +4 +0.4%
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$76.4K -$83 -1 -0.1%
WPA
168
Wealth Preservation Advisors
Tennessee
$58.8K +$248 +3 +0.4%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$55.8K +$165 +2 +0.3%
AW
170
Avion Wealth
Texas
$53K
OL
171
one8zero8 LLC
North Carolina
$49.6K
UBS AM
172
UBS AM
Illinois
$43K +$43K +520 New
UB
173
UMB Bank
Missouri
$42.6K +$42.5K +515 New
CIAS
174
Capital Investment Advisory Services
North Carolina
$41.2K +$13.7K +166 +50%
BW
175
Basepoint Wealth
Iowa
$40.3K +$40.2K +487 New