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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$643K +$320K +8,800 +96%
FAAS
27
First Allied Advisory Services
California
$572K -$52.3K -1,440 -8%
AIG
28
American International Group
New York
$519K +$86.9K +2,392 +20%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$465K +$20.5K +564 +5%
CWM
30
Concert Wealth Management
California
$439K +$17.3K +476 +4%
UCFA
31
United Capital Financial Advisors
Texas
$422K -$537K -14,776 -56%
SPC
32
Sigma Planning Corp
Michigan
$419K +$65.7K +1,808 +18%
ALA
33
Atherton Lane Advisers
California
$371K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$350K -$7.12K -196 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$350K -$1.16K -32 -0.3%
IA
36
IFP Advisors
Florida
$349K +$355K +9,764 New
Goldman Sachs
37
Goldman Sachs
New York
$327K +$116K +3,196 +54%
PAG
38
Private Advisor Group
New Jersey
$296K +$301K +8,272 New
WS
39
Wedbush Securities
California
$254K +$258K +7,092 New
MIM
40
Marco Investment Management
Georgia
$246K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$227K +$4.65K +128 +2%
CAN
42
Cetera Advisor Networks
California
$222K +$4.65K +128 +2%
BTS
43
BB&T Securities
Virginia
$215K +$219K +6,016 New
NFG
44
Next Financial Group
Texas
$170K -$727 -20 -0.4%
WEC
45
Winslow Evans & Crocker
Massachusetts
$158K -$3.49K -96 -2%
SSB
46
Sandy Spring Bank
Maryland
$134K
VCM
47
Versant Capital Management
Arizona
$120K +$123K +3,380 New
ASN
48
Advisory Services Network
Georgia
$90K
BKA
49
Brick & Kyle Associates
Pennsylvania
$79K
SEI Investments
50
SEI Investments
Pennsylvania
$41K