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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tiedemann Advisors
New York
$440K
LNC
52
Lincoln National Corp
Pennsylvania
$421K -$61.6K -1,264 -13%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$398K -$27.3K -560 -7%
Comerica Bank
54
Comerica Bank
Texas
$393K -$71K -1,456 -16%
IA
55
IFG Advisory
Georgia
$391K +$386K +7,920 New
CAN
56
Cetera Advisor Networks
California
$385K +$20.5K +420 +6%
AHC
57
Adell Harriman & Carpenter
Texas
$376K +$371K +7,608 New
AA
58
Alesco Advisors
New York
$375K
Northern Trust
59
Northern Trust
Illinois
$353K +$348K +7,136 New
CGL
60
Clarius Group LLC
Washington
$324K
IF
61
Ironwood Financial
Arizona
$312K -$5.27K -108 -2%
BJL
62
Brighton Jones LLC
Washington
$312K
WP
63
WealthPLAN Partners
Nebraska
$311K +$297K +6,092 New
WWM
64
Western Wealth Management
Colorado
$303K +$35.1K +720 +13%
CA
65
Calton & Associates
Florida
$291K -$2.54K -52 -0.9%
AI
66
Atria Investments
North Carolina
$277K
CCA
67
Clearwater Capital Advisors
Illinois
$268K
WMA
68
Wealth Management Associates
New Jersey
$266K +$15.2K +312 +6%
BSW
69
Buckingham Strategic Wealth
Missouri
$265K +$262K +5,368 New
EI
70
Ellevest Inc
New York
$260K +$2.15K +44 +0.8%
PA
71
PFG Advisors
Arizona
$256K +$390 +8 +0.2%
AW
72
ACG Wealth
Georgia
$247K
IWM
73
IHT Wealth Management
Illinois
$223K +$975 +20 +0.4%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$220K +$216K +4,440 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$219K -$10.3K -212 -5%