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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$312K -$49.2K -1,152 -14%
US Bancorp
52
US Bancorp
Minnesota
$310K +$66.7K +1,564 +28%
MIM
53
Marco Investment Management
Georgia
$301K
KeyBank National Association
54
KeyBank National Association
Ohio
$284K
VHAM
55
Van Hulzen Asset Management
California
$282K +$275K +6,444 New
BJL
56
Brighton Jones LLC
Washington
$276K +$270K +6,316 New
CCA
57
Clearwater Capital Advisors
Illinois
$254K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$234K +$341 +8 +0.1%
ASN
59
Advisory Services Network
Georgia
$231K
FA
60
FDx Advisors
Illinois
$228K -$560K -13,128 -72%
AW
61
ACG Wealth
Georgia
$219K
SSB
62
Sandy Spring Bank
Maryland
$163K
IWM
63
IHT Wealth Management
Illinois
$111K +$60.1K +1,408 +126%
WEC
64
Winslow Evans & Crocker
Massachusetts
$104K -$42K -984 -29%
OIA
65
OneDigital Investment Advisors
Kansas
$75K +$341 +8 +0.5%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$19.8K +464 +44%
JCM
67
Jacobi Capital Management
Pennsylvania
$64K +$30.4K +712 +97%
NFG
68
Next Financial Group
Texas
$58K -$172K -4,020 -75%
SEI Investments
69
SEI Investments
Pennsylvania
$53K
HS
70
Horan Securities
United States
$31K +$171 +4 +0.6%
WT
71
Whittier Trust
California
$24K -$17.9K -420 -44%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$22K +$12.6K +296 +140%
SIM
73
Sonora Investment Management
Arizona
$20.8K
BWA
74
BDO Wealth Advisors
Florida
$18K
ADL
75
Asset Dedication LLC
California
$14K