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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$683K +$48.7K +741 +8%
HTC
52
Haverford Trust Company
Pennsylvania
$609K +$70K +1,065 +13%
FFN
53
Focus Financial Network
Minnesota
$576K +$44.9K +683 +9%
IWC
54
Integrated Wealth Concepts
Massachusetts
$549K -$72.5K -1,102 -12%
DWMG
55
DB Wealth Management Group
California
$507K -$66 -1 -0%
WWM
56
Western Wealth Management
Colorado
$486K +$460 +7 +0.1%
AHC
57
Adell Harriman & Carpenter
Texas
$445K
TRCT
58
Tower Research Capital (TRC)
New York
$444K +$140K +2,136 +48%
GLA
59
Good Life Advisors
Pennsylvania
$441K
SWM
60
SeaCrest Wealth Management
New York
$422K +$125K +1,898 +43%
LNC
61
Lincoln National Corp
Pennsylvania
$388K
ASN
62
Advisory Services Network
Georgia
$373K +$34.7K +528 +10%
RJT
63
Raymond James Trust
Florida
$371K -$9.27K -141 -2%
PA
64
Procyon Advisors
Connecticut
$358K
PAG
65
Private Advisor Group
New Jersey
$340K -$1.97K -30 -0.6%
AW
66
ACG Wealth
Georgia
$335K
IWM
67
IHT Wealth Management
Illinois
$314K +$329 +5 +0.1%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$311K -$267K -4,061 -47%
WMA
69
Wealth Management Associates
New Jersey
$300K
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$278K -$732K -11,127 -73%
AIP
71
Ameritas Investment Partners
Nebraska
$277K -$14.1K -214 -5%
TC
72
TAP Consulting
Missouri
$268K -$870K -13,236 -77%
MCM
73
MAI Capital Management
Ohio
$268K
CCA
74
Clearwater Capital Advisors
Illinois
$265K
XF
75
XML Financial
Maryland
$257K