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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
$810K -$5.85K -100 -0.7%
NL
52
NWAM LLC
Washington
$800K +$90.1K +1,541 +13%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$775K +$88.4K +1,511 +13%
EAM
54
Empirical Asset Management
Massachusetts
$768K -$64.9K -1,110 -8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$741K -$2.16K -37 -0.3%
SAM
56
S.A. Mason
Michigan
$737K -$73.5K -1,257 -9%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$728K
CFGS
58
Concourse Financial Group Securities
Alabama
$724K -$1.99K -34 -0.3%
RJT
59
Raymond James Trust
Florida
$701K
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$698K -$79.2K -1,355 -10%
RA
61
RFG Advisory
Alabama
$682K +$618K +10,574 New
AC
62
Apella Capital
Connecticut
$677K
SAM
63
Summit Asset Management
Tennessee
$669K -$1.93K -33 -0.3%
PVAMC
64
PPS&V Asset Management Consultants
Michigan
$660K +$658K +11,243 New
T
65
TrueFG
Texas
$606K -$2.46K -42 -0.4%
LCM
66
Liberty Capital Management
Michigan
$598K
Stifel Financial
67
Stifel Financial
Missouri
$581K +$2.52K +43 +0.4%
SPC
68
Sigma Planning Corp
Michigan
$577K -$1.11K -19 -0.2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$540K +$289K +4,934 +116%
WWM
70
Western Wealth Management
Colorado
$502K -$271K -4,630 -35%
DWMG
71
DB Wealth Management Group
California
$499K +$9.65K +165 +2%
IWC
72
Integrated Wealth Concepts
Massachusetts
$497K -$17.8K -305 -3%
AIP
73
Ameritas Investment Partners
Nebraska
$437K +$197K +3,364 +82%
Mariner
74
Mariner
Kansas
$414K -$71.8K -1,228 -15%
KWM
75
Kaydan Wealth Management
Michigan
$388K