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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Clearwater Capital Advisors
Illinois
$268K
US Bancorp
52
US Bancorp
Minnesota
$257K -$70.5K -1,564 -22%
FTS
53
Fifth Third Securities
Ohio
$254K -$158K -3,500 -39%
ASN
54
Advisory Services Network
Georgia
$245K
PAG
55
Private Advisor Group
New Jersey
$240K -$403K -8,948 -64%
AW
56
ACG Wealth
Georgia
$232K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$223K -$24.9K -552 -10%
SEI Investments
58
SEI Investments
Pennsylvania
$206K +$146K +3,240 +268%
IWM
59
IHT Wealth Management
Illinois
$175K +$52.5K +1,164 +46%
SSB
60
Sandy Spring Bank
Maryland
$174K
WEC
61
Winslow Evans & Crocker
Massachusetts
$118K +$6.85K +152 +6%
SWP
62
Stratos Wealth Partners
Ohio
$93K +$90.7K +2,012 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$15.7K +348 +23%
OIA
64
OneDigital Investment Advisors
Kansas
$81K +$541 +12 +0.7%
JCM
65
Jacobi Capital Management
Pennsylvania
$69K +$361 +8 +0.6%
CAC
66
Certified Advisory Corp
Florida
$54K +$52.8K +1,172 New
SWM
67
SeaCrest Wealth Management
New York
$42K +$40.4K +896 New
HS
68
Horan Securities
United States
$34K
PO
69
Private Ocean
California
$28K +$27K +600 New
WT
70
Whittier Trust
California
$25K
SIM
71
Sonora Investment Management
Arizona
$22.1K
PCG
72
Private Capital Group
Connecticut
$22K +$21.1K +468 New
BWA
73
BDO Wealth Advisors
Florida
$19K
ADL
74
Asset Dedication LLC
California
$15K
JP Morgan Chase
75
JP Morgan Chase
New York
$14K