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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$848K +$8.97K +128 +1%
AC
52
Apella Capital
Connecticut
$820K
SPC
53
Sigma Planning Corp
Michigan
$749K +$19.2K +274 +3%
WWM
54
Western Wealth Management
Colorado
$726K +$715K +10,208 New
LCM
55
Liberty Capital Management
Michigan
$725K
Stifel Financial
56
Stifel Financial
Missouri
$703K +$2.94K +42 +0.4%
FFN
57
Focus Financial Network
Minnesota
$642K +$22K +314 +4%
KWM
58
Kaydan Wealth Management
Michigan
$628K +$619K +8,835 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$625K +$1.05K +15 +0.2%
EWA
60
Evolution Wealth Advisors
Florida
$569K +$561K +8,000 New
TRCT
61
Tower Research Capital (TRC)
New York
$561K -$279K -3,983 -34%
SWM
62
SeaCrest Wealth Management
New York
$543K +$21K +300 +4%
PGWM
63
Pitti Group Wealth Management
New York
$538K +$530K +7,564 New
DWMG
64
DB Wealth Management Group
California
$521K -$15.7K -224 -3%
FF
65
Financial Futures
New Jersey
$511K +$504K +7,190 New
AHC
66
Adell Harriman & Carpenter
Texas
$471K
HTC
67
Haverford Trust Company
Pennsylvania
$463K
GLA
68
Good Life Advisors
Pennsylvania
$458K -$10.1K -144 -2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$416K -$1.19K -17 -0.3%
LNC
70
Lincoln National Corp
Pennsylvania
$403K
ASN
71
Advisory Services Network
Georgia
$395K
PA
72
Procyon Advisors
Connecticut
$379K
AW
73
ACG Wealth
Georgia
$355K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$349K +$54K +771 +19%
IWM
75
IHT Wealth Management
Illinois
$327K -$350 -5 -0.1%