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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tiedemann Advisors
New York
$430K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$418K
WIA
53
World Investment Advisors
California
$408K -$27K -564 -6%
AA
54
Alesco Advisors
New York
$368K
CAN
55
Cetera Advisor Networks
California
$359K -$14.7K -308 -4%
CGL
56
Clarius Group LLC
Washington
$318K
IF
57
Ironwood Financial
Arizona
$311K -$2.11K -44 -0.7%
BJL
58
Brighton Jones LLC
Washington
$306K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$288K +$143K +2,996 +102%
CA
60
Calton & Associates
Florida
$288K +$284K +5,932 New
TRCT
61
Tower Research Capital (TRC)
New York
$282K -$77.7K -1,624 -22%
US Bancorp
62
US Bancorp
Minnesota
$266K
AI
63
Atria Investments
North Carolina
$266K +$268K +5,608 New
CCA
64
Clearwater Capital Advisors
Illinois
$263K -$17.2K -360 -6%
PA
65
PFG Advisors
Arizona
$263K +$47.5K +992 +23%
WWM
66
Western Wealth Management
Colorado
$261K +$13.6K +284 +6%
EI
67
Ellevest Inc
New York
$253K +$250K +5,224 New
WMA
68
Wealth Management Associates
New Jersey
$245K -$957 -20 -0.4%
IDA
69
Intelligence Driven Advisers
California
$244K -$392K -8,184 -62%
AW
70
ACG Wealth
Georgia
$242K
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$225K
IWM
72
IHT Wealth Management
Illinois
$218K -$18.8K -392 -8%
NFG
73
Next Financial Group
Texas
$215K +$208K +4,344 +4,722%
B
74
Bridgeworth
Alabama
$206K -$3.45K -72 -2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$177K +$383 +8 +0.2%