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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$375K +$5.26K +120 +1%
Tiedemann Advisors
52
Tiedemann Advisors
New York
$356K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$348K -$78.1K -1,780 -17%
Sigma Planning Corp
54
Sigma Planning Corp
Michigan
$326K -$89K -2,028 -20%
Alesco Advisors
55
Alesco Advisors
New York
$317K +$344K +7,840 New
Cetera Advisor Networks
56
Cetera Advisor Networks
California
$308K +$39.8K +908 +13%
IF
57
Ironwood Financial
Arizona
$287K – – –
CGL
58
Clarius Group LLC
Washington
$265K – – –
HR
59
Hayden Royal
North Carolina
$259K +$281K +6,416 New
Jane Street
60
Jane Street
New York
$257K -$585K -13,328 -68%
Brighton Jones LLC
61
Brighton Jones LLC
Washington
$255K – – –
CCA
62
Clearwater Capital Advisors
Illinois
$234K – – –
Western Wealth Management
63
Western Wealth Management
Colorado
$215K +$232K +5,292 New
WMA
64
Wealth Management Associates
New Jersey
$205K +$223K +5,080 New
AW
65
ACG Wealth
Georgia
$202K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$198K -$4.39K -100 -2%
NFG
67
Next Financial Group
Texas
$195K +$198K +4,516 +1,466%
Country Trust Bank
68
Country Trust Bank
Illinois
$128K – – –
SSB
69
Sandy Spring Bank
Maryland
$107K – – –
FHA
70
Flagship Harbor Advisors
Massachusetts
$105K -$20.2K -460 -15%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$101K – – –
CFA
72
Carroll Financial Associates
North Carolina
$99K +$106K +2,420 New
IFP Advisors
73
IFP Advisors
Florida
$93K -$149K -3,396 -59%
LFG
74
LifePlan Financial Group
Ohio
$85K – – –
OneDigital Investment Advisors
75
OneDigital Investment Advisors
Kansas
$71K +$702 +16 +0.9%