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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$305K -$52.4K -1,204 -15%
WWM
52
Western Wealth Management
Colorado
$291K +$15.1K +348 +6%
IAN
53
Integrated Advisors Network
Texas
$274K +$259K +5,944 New
Comerica Bank
54
Comerica Bank
Texas
$272K +$243K +5,576 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$269K -$42.5K -976 -14%
CWM
56
Chronos Wealth Management
Florida
$263K -$26.1K -600 -10%
AIP
57
Ameritas Investment Partners
Nebraska
$256K -$13.7K -316 -5%
RJT
58
Raymond James Trust
Florida
$254K
IA
59
IFG Advisory
Georgia
$251K +$522 +12 +0.2%
PA
60
Procyon Advisors
Connecticut
$246K
GWM
61
Geneos Wealth Management
Colorado
$244K -$994K -22,848 -81%
IWM
62
IHT Wealth Management
Illinois
$242K +$229K +5,260 New
SAM
63
S.A. Mason
Michigan
$240K +$100K +2,308 +79%
PAG
64
Private Advisor Group
New Jersey
$239K +$226K +5,192 New
WMA
65
Wealth Management Associates
New Jersey
$236K -$8.7K -200 -4%
AW
66
ACG Wealth
Georgia
$231K +$217K +5,000 New
PA
67
PFG Advisors
Arizona
$218K +$205K +4,704 New
OIA
68
OneDigital Investment Advisors
Kansas
$215K +$203K +4,668 New
VWA
69
Visionary Wealth Advisors
Illinois
$207K -$70.3K -1,616 -26%
IF
70
Ironwood Financial
Arizona
$164K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$153K -$5.92K -136 -4%
Franklin Resources
72
Franklin Resources
California
$147K +$130K +3,000 New
CTB
73
Country Trust Bank
Illinois
$145K
FCA
74
FinTrust Capital Advisors
South Carolina
$143K
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$139K