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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$876K
PGWM
52
Pitti Group Wealth Management
New York
$862K +$349K +5,250 +69%
SFG
53
Sunburst Financial Group
Alabama
$862K +$852K +12,802 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$843K +$444K +6,679 +114%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$835K
CFGS
56
Concourse Financial Group Securities
Alabama
$816K +$13.2K +199 +2%
AC
57
Apella Capital
Connecticut
$776K
AWS
58
Atria Wealth Solutions
New York
$754K +$745K +11,204 New
SPC
59
Sigma Planning Corp
Michigan
$725K +$15.4K +232 +2%
FTUS
60
Flow Traders U.S.
New York
$706K -$731K -10,994 -51%
LCM
61
Liberty Capital Management
Michigan
$686K
Stifel Financial
62
Stifel Financial
Missouri
$669K +$3.33K +50 +0.5%
TRCT
63
Tower Research Capital (TRC)
New York
$651K +$119K +1,784 +23%
IWC
64
Integrated Wealth Concepts
Massachusetts
$588K -$3.99K -60 -0.7%
SWM
65
SeaCrest Wealth Management
New York
$511K -$2.26K -34 -0.4%
DWMG
66
DB Wealth Management Group
California
$487K -$6.65K -100 -1%
FF
67
Financial Futures
New Jersey
$484K
KWM
68
Kaydan Wealth Management
Michigan
$451K -$142K -2,133 -24%
AHC
69
Adell Harriman & Carpenter
Texas
$446K
HTC
70
Haverford Trust Company
Pennsylvania
$439K
GLA
71
Good Life Advisors
Pennsylvania
$433K
Jane Street
72
Jane Street
New York
$388K +$383K +5,759 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$381K -$558K -8,392 -60%
ASN
74
Advisory Services Network
Georgia
$364K -$9.98K -150 -3%
LNC
75
Lincoln National Corp
Pennsylvania
$343K -$38.8K -583 -10%