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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$864K +$63.8K +1,040 +8%
NA
52
NewEdge Advisors
Louisiana
$862K +$798K +13,002 +1,070%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$837K
Citadel Advisors
54
Citadel Advisors
Florida
$808K +$818K +13,332 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$786K +$20.6K +335 +3%
NL
56
NWAM LLC
Washington
$738K -$90.2K -1,470 -11%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$725K +$3.5K +57 +0.5%
RJT
58
Raymond James Trust
Florida
$720K -$5.46K -89 -0.7%
SAM
59
S.A. Mason
Michigan
$713K -$48.9K -796 -6%
PVAMC
60
PPS&V Asset Management Consultants
Michigan
$682K
SAM
61
Summit Asset Management
Tennessee
$643K -$49.2K -801 -7%
RA
62
RFG Advisory
Alabama
$641K +$61 +1 +0%
T
63
TrueFG
Texas
$623K -$3.13K -51 -0.5%
LCM
64
Liberty Capital Management
Michigan
$619K
Stifel Financial
65
Stifel Financial
Missouri
$603K +$2.09K +34 +0.3%
SPC
66
Sigma Planning Corp
Michigan
$544K -$53.3K -869 -9%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$540K -$18.4K -299 -3%
IWC
68
Integrated Wealth Concepts
Massachusetts
$505K -$8.78K -143 -2%
DWMG
69
DB Wealth Management Group
California
$503K -$13K -211 -2%
LSA
70
Lion Street Advisors
Texas
$498K +$504K +8,206 New
DAS
71
Dynamic Advisor Solutions
Arizona
$472K +$478K +7,781 New
AIP
72
Ameritas Investment Partners
Nebraska
$443K -$9.15K -149 -2%
WWM
73
Western Wealth Management
Colorado
$424K -$96.1K -1,566 -18%
KWM
74
Kaydan Wealth Management
Michigan
$401K
FF
75
Financial Futures
New Jersey
$401K