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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$198K -$34.6K -896 -15%
ASN
52
Advisory Services Network
Georgia
$190K +$102K +2,632 +114%
SSB
53
Sandy Spring Bank
Maryland
$144K
US Bancorp
54
US Bancorp
Minnesota
$141K +$141K +3,660 New
VCM
55
Versant Capital Management
Arizona
$130K
WEC
56
Winslow Evans & Crocker
Massachusetts
$120K
SEI Investments
57
SEI Investments
Pennsylvania
$91K -$61.7K -1,596 -40%
BKA
58
Brick & Kyle Associates
Pennsylvania
$85K
RCA
59
Rowland Carmichael Advisors
Arizona
$77K
WT
60
Whittier Trust
California
$37K
RFA
61
Reilly Financial Advisors
California
$26K +$26.3K +680 New
HS
62
Horan Securities
United States
$26K +$26.7K +692 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$155 +4 +0.7%
Mariner
64
Mariner
Kansas
$20K +$19.6K +508 New
SIM
65
Sonora Investment Management
Arizona
$18.4K -$155 -4 -0.8%
LWM
66
LBA Wealth Management
Florida
$16K +$15.9K +412 New
ADL
67
Asset Dedication LLC
California
$12K
JP Morgan Chase
68
JP Morgan Chase
New York
$12K
IWMPD
69
Integrated Wealth Management (Palm Desert)
California
$11K +$11.1K +288 New
MFW
70
Mosaic Family Wealth
Missouri
$5K
AIM
71
Advantage Investment Management
Iowa
$4K
WTC
72
WhitTier Trust Company
Nevada
$3K
ACM
73
Argentus Capital Management
Texas
$2K
BlackRock
74
BlackRock
New York
$2K
SI
75
SII Investments
Wisconsin
-$1.78M -47,960 Closed