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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
51
Clarius Group LLC
Washington
$251K
NFG
52
Next Financial Group
Texas
$246K +$30.6K +632 +11%
CWM
53
Chronos Wealth Management
Florida
$241K -$5.43K -112 -2%
VWA
54
Visionary Wealth Advisors
Illinois
$234K -$42.4K -876 -13%
WWM
55
Western Wealth Management
Colorado
$229K -$11K -228 -4%
AIP
56
Ameritas Investment Partners
Nebraska
$225K -$5.2M -107,272 -95%
RJT
57
Raymond James Trust
Florida
$211K +$266K +5,500 New
IA
58
IFG Advisory
Georgia
$208K -$121K -2,488 -31%
PA
59
Procyon Advisors
Connecticut
$204K -$38.6K -796 -13%
WMA
60
Wealth Management Associates
New Jersey
$203K
IF
61
Ironwood Financial
Arizona
$137K -$126K -2,600 -42%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$132K +$388 +8 +0.2%
US Bancorp
63
US Bancorp
Minnesota
$126K -$45.5K -940 -22%
CTB
64
Country Trust Bank
Illinois
$121K
FCA
65
FinTrust Capital Advisors
South Carolina
$119K +$150K +3,104 New
FMII
66
Farmers & Merchants Investments Inc
Nebraska
$115K
SAM
67
S.A. Mason
Michigan
$111K +$140K +2,880 +10,286%
SSB
68
Sandy Spring Bank
Maryland
$102K
MPCG
69
Matrix Private Capital Group
New York
$95K -$47.9K -988 -28%
FHA
70
Flagship Harbor Advisors
Massachusetts
$92K -$3.88K -80 -3%
CFA
71
Carroll Financial Associates
North Carolina
$92K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$89K
HWM
73
HighMark Wealth Management
Minnesota
$85K +$194 +4 +0.2%
SFPG
74
Stonebridge Financial Planning Group
Florida
$82K -$6.98K -144 -7%
LFG
75
LifePlan Financial Group
Ohio
$64K -$5.62K -116 -6%