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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$543K -$227K -4,152 -31%
OIA
52
OneDigital Investment Advisors
Kansas
$508K +$30K +548 +7%
GLA
53
Good Life Advisors
Pennsylvania
$485K -$388K -7,084 -46%
WWM
54
Western Wealth Management
Colorado
$471K +$6.57K +120 +2%
MA
55
Mutual Advisors
Nebraska
$463K -$24.1K -440 -5%
SAM
56
S.A. Mason
Michigan
$431K +$97.4K +1,780 +32%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$430K +$21.5K +392 +6%
DWMG
58
DB Wealth Management Group
California
$422K +$394K +7,204 New
LNC
59
Lincoln National Corp
Pennsylvania
$399K +$3.72K +68 +1%
AHC
60
Adell Harriman & Carpenter
Texas
$388K
Comerica Bank
61
Comerica Bank
Texas
$361K +$12.5K +228 +4%
NFG
62
Next Financial Group
Texas
$353K -$83.2K -1,520 -20%
PA
63
Procyon Advisors
Connecticut
$312K
ASN
64
Advisory Services Network
Georgia
$299K -$102K -1,872 -27%
AW
65
ACG Wealth
Georgia
$293K
AIP
66
Ameritas Investment Partners
Nebraska
$285K -$15.3K -280 -5%
RJT
67
Raymond James Trust
Florida
$285K
PA
68
PFG Advisors
Arizona
$275K -$438 -8 -0.2%
IWM
69
IHT Wealth Management
Illinois
$273K -$25K -456 -9%
WMA
70
Wealth Management Associates
New Jersey
$262K +$2.19K +40 +0.9%
CCA
71
Clearwater Capital Advisors
Illinois
$246K
VWA
72
Visionary Wealth Advisors
Illinois
$245K +$438 +8 +0.2%
PAG
73
Private Advisor Group
New Jersey
$237K +$438 +8 +0.2%
PFA
74
Professional Financial Advisors
Nebraska
$235K +$438 +8 +0.2%
MCM
75
MAI Capital Management
Ohio
$234K