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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$113K -$44K -1,296 -29%
ASN
52
Advisory Services Network
Georgia
$84K -$7.07K -208 -8%
BKA
53
Brick & Kyle Associates
Pennsylvania
$80K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$48K +$44.8K +1,320 New
SEI Investments
55
SEI Investments
Pennsylvania
$41K – – –
WT
56
Whittier Trust
California
$35K – – –
IA
57
IFP Advisors
Florida
$27K -$313K -9,208 -94%
BCI
58
Brinker Capital Investments
Pennsylvania
$17K – – –
ADL
59
Asset Dedication LLC
California
$12K – – –
JP Morgan Chase
60
JP Morgan Chase
New York
$11K +$4.76K +140 +88%
FCCM
61
First City Capital Management
Georgia
$10.9K – – –
FAM
62
Formidable Asset Management
Ohio
$8K – – –
ACM
63
Argentus Capital Management
Texas
$7K -$14K -412 -68%
TFA
64
Transamerica Financial Advisors
Florida
$7K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K – – –
AIM
66
Advantage Investment Management
Iowa
$4K – – –
MFW
67
Mosaic Family Wealth
Missouri
$4K – – –
WTC
68
WhitTier Trust Company
Nevada
$2K – – –
BlackRock
69
BlackRock
New York
$1K – – –
SIM
70
Sonora Investment Management
Arizona
$245 +$272 +8 New
Jane Street
71
Jane Street
New York
– -$2.98M -83,292 Closed
SC
72
Scotia Capital
Ontario, Canada
– -$963K -26,800 Closed
UCFA
73
United Capital Financial Advisors
Texas
– -$422K -11,812 Closed
AFP
74
Ausdal Financial Partners
Iowa
– -$13K -360 Closed