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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$749K +$694K +11,624 +511%
SAM
52
S.A. Mason
Michigan
$745K -$73.6K -1,232 -8%
WWM
53
Western Wealth Management
Colorado
$731K -$237K -3,965 -23%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$714K +$245K +4,098 +45%
MIC
55
Means Investment Company
Maine
$702K +$335K +5,616 +76%
PGWM
56
Pitti Group Wealth Management
New York
$699K +$18.2K +305 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$683K +$8.96K +150 +1%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$668K
CFGS
59
Concourse Financial Group Securities
Alabama
$667K -$3.17K -53 -0.4%
NL
60
NWAM LLC
Washington
$652K -$106K -1,778 -13%
RJT
61
Raymond James Trust
Florida
$644K -$309K -5,174 -30%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$630K +$478K +7,997 +216%
AC
63
Apella Capital
Connecticut
$621K
SAM
64
Summit Asset Management
Tennessee
$616K -$478 -8 -0.1%
TRCT
65
Tower Research Capital (TRC)
New York
$594K +$9.38K +157 +1%
T
66
TrueFG
Texas
$558K +$619K +10,363 New
LCM
67
Liberty Capital Management
Michigan
$550K
Stifel Financial
68
Stifel Financial
Missouri
$532K +$4K +67 +0.7%
SPC
69
Sigma Planning Corp
Michigan
$531K -$17.7K -297 -3%
IWC
70
Integrated Wealth Concepts
Massachusetts
$473K +$1.37K +23 +0.3%
DWMG
71
DB Wealth Management Group
California
$450K +$40.8K +683 +9%
Mariner
72
Mariner
Kansas
$447K +$495K +8,292 New
Comerica Bank
73
Comerica Bank
Texas
$426K +$108K +1,815 +31%
FF
74
Financial Futures
New Jersey
$363K
KWM
75
Kaydan Wealth Management
Michigan
$357K