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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
$924K +$21.6K +358 +3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$873K
NL
53
NWAM LLC
Washington
$844K +$70.9K +1,177 +10%
NA
54
NewEdge Advisors
Louisiana
$830K -$66.5K -1,104 -8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$813K -$7.04K -117 -0.9%
CFGS
56
Concourse Financial Group Securities
Alabama
$798K -$1.5M -24,848 -66%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$785K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$753K -$3.43K -57 -0.5%
RJT
59
Raymond James Trust
Florida
$751K
AC
60
Apella Capital
Connecticut
$730K +$694K +11,532 New
BFC
61
Bedel Financial Consulting
Indiana
$722K +$452K +7,507 +193%
SAM
62
S.A. Mason
Michigan
$713K
PVAMC
63
PPS&V Asset Management Consultants
Michigan
$712K -$60 -1 -0%
RA
64
RFG Advisory
Alabama
$669K +$60 +1 +0%
T
65
TrueFG
Texas
$648K -$1.57K -26 -0.3%
LCM
66
Liberty Capital Management
Michigan
$646K
SAM
67
Summit Asset Management
Tennessee
$624K -$45.2K -751 -7%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$607K -$380K -6,317 -40%
DWMG
69
DB Wealth Management Group
California
$525K -$482 -8 -0.1%
IWC
70
Integrated Wealth Concepts
Massachusetts
$491K -$34.1K -566 -7%
AIP
71
Ameritas Investment Partners
Nebraska
$462K +$60 +1 +0%
Citadel Advisors
72
Citadel Advisors
Florida
$442K -$383K -6,354 -48%
DI
73
DFPG Investments
Utah
$431K +$93.5K +1,553 +31%
KWM
74
Kaydan Wealth Management
Michigan
$419K
HTC
75
Haverford Trust Company
Pennsylvania
$412K