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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$405K +$268K +7,504 +215%
ALA
27
Atherton Lane Advisers
California
$383K
CWM
28
Concert Wealth Management
California
$333K +$322K +9,032 New
CAM
29
Concorde Asset Management
Michigan
$331K +$319K +8,936 New
MIM
30
Marco Investment Management
Georgia
$254K +$246K +6,888 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$232K +$83.7K +2,344 +59%
NES
32
New England Securities
New York
$218K -$95.7K -2,680 -31%
BCI
33
Brinker Capital Investments
Pennsylvania
$144K -$10K -280 -7%
SSB
34
Sandy Spring Bank
Maryland
$138K
AIG
35
American International Group
New York
$123K -$365K -10,228 -75%
WEC
36
Winslow Evans & Crocker
Massachusetts
$114K +$4.86K +136 +5%
BKA
37
Brick & Kyle Associates
Pennsylvania
$66K +$64.3K +1,800 New
BRWA
38
B. Riley Wealth Advisors
Florida
$65K +$62.6K +1,752 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$54K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$49K +$47.8K +1,340 New
ASN
41
Advisory Services Network
Georgia
$38K +$37.1K +1,040 New
SIA
42
Stancorp Investment Advisers
Oregon
$23K +$22.4K +628 New
HR
43
Howe & Rusling
New York
$19K
FCCM
44
First City Capital Management
Georgia
$11.1K
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$8K
FAM
46
Formidable Asset Management
Ohio
$8K
WTC
47
WhitTier Trust Company
Nevada
$6K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$5K +140 New
AIM
49
Advantage Investment Management
Iowa
$4K +$3.57K +100 New
Goldman Sachs
50
Goldman Sachs
New York
-$228K -6,568 Closed