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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisory
Georgia
$415K
CAN
52
Cetera Advisor Networks
California
$410K +$609 +12 +0.2%
AA
53
Alesco Advisors
New York
$397K
VWA
54
Visionary Wealth Advisors
Illinois
$365K +$354K +6,976 New
CGL
55
Clarius Group LLC
Washington
$348K
AHC
56
Adell Harriman & Carpenter
Texas
$347K -$49.5K -976 -13%
CWM
57
Chronos Wealth Management
Florida
$336K +$326K +6,416 New
BJL
58
Brighton Jones LLC
Washington
$331K
WWM
59
Western Wealth Management
Colorado
$324K +$5.07K +100 +2%
IF
60
Ironwood Financial
Arizona
$323K -$7.31K -144 -2%
PA
61
Procyon Advisors
Connecticut
$321K +$311K +6,128 New
IAA
62
Independent Advisor Alliance
North Carolina
$313K +$303K +5,976 New
NFG
63
Next Financial Group
Texas
$303K +$98K +1,932 +50%
AI
64
Atria Investments
North Carolina
$294K
CCA
65
Clearwater Capital Advisors
Illinois
$284K
TRCT
66
Tower Research Capital (TRC)
New York
$281K +$169K +3,336 +164%
WMA
67
Wealth Management Associates
New Jersey
$278K -$3.04K -60 -1%
Northern Trust
68
Northern Trust
Illinois
$275K -$95.4K -1,880 -26%
PA
69
PFG Advisors
Arizona
$275K -$2.44K -48 -0.9%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$265K +$31.3K +616 +14%
AW
71
ACG Wealth
Georgia
$262K
PAG
72
Private Advisor Group
New Jersey
$258K -$2.33M -45,984 -90%
Comerica Bank
73
Comerica Bank
Texas
$247K -$162K -3,192 -41%
IWM
74
IHT Wealth Management
Illinois
$246K +$9.13K +180 +4%
PA
75
PSI Advisors
Florida
$237K +$230K +4,524 New