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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$1.66M
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.62M +$84.5K +925 +6%
JWCA
53
J.W. Cole Advisors
Florida
$1.3M +$1.23M +13,515 New
VA
54
VestGen Advisors
Illinois
$1.28M -$120K -1,310 -9%
IWC
55
Integrated Wealth Concepts
Massachusetts
$1.25M +$590K +6,459 +100%
BFG
56
Bleakley Financial Group
New Jersey
$1.2M -$94K -1,029 -8%
RW
57
Rede Wealth
Virginia
$1.16M -$333K -3,651 -23%
ASN
58
Advisory Services Network
Georgia
$1.12M +$1.74K +19 +0.2%
AC
59
Apella Capital
Connecticut
$1.12M
SAM
60
S.A. Mason
Michigan
$1.09M -$21.5K -235 -2%
LCM
61
Liberty Capital Management
Michigan
$985K +$932K +10,200 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$944K -$14.2K -156 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$935K -$4.11K -45 -0.5%
FP
64
Financial Perspectives
Minnesota
$931K +$95.6K +1,047 +12%
SAM
65
Summit Asset Management
Tennessee
$923K
OFG
66
Opulen Financial Group
Virginia
$889K -$731 -8 -0.1%
GWM
67
Geneos Wealth Management
Colorado
$864K
FA
68
Flagstar Advisors
New York
$835K -$14K -153 -2%
PWS
69
Proactive Wealth Strategies
Georgia
$801K -$28K -307 -4%
DWM
70
Diversify Wealth Management
Utah
$794K -$32.1K -352 -4%
DAS
71
Diversify Advisory Services
Utah
$794K +$745K +8,161 New
T
72
TrueFG
Texas
$784K -$40.9K -448 -5%
MMA
73
Miracle Mile Advisors
California
$779K -$65.4K -716 -8%
HH
74
Hilltop Holdings
Texas
$768K
JSA
75
Jim Saulnier & Associates
Colorado
$761K -$806K -8,826 -53%