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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
$824K
JWCA
52
J.W. Cole Advisors
Florida
$798K -$92.8K -1,473 -10%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$767K -$945 -15 -0.1%
CFGS
54
Concourse Financial Group Securities
Alabama
$742K -$15.6K -248 -2%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$741K
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$710K
NL
57
NWAM LLC
Washington
$710K -$91.7K -1,456 -11%
AC
58
Apella Capital
Connecticut
$689K
PVAMC
59
PPS&V Asset Management Consultants
Michigan
$672K +$63 +1 +0%
RJT
60
Raymond James Trust
Florida
$662K -$49.8K -791 -7%
SAM
61
S.A. Mason
Michigan
$626K -$81.3K -1,290 -11%
T
62
TrueFG
Texas
$613K +$1.57K +25 +0.2%
LCM
63
Liberty Capital Management
Michigan
$609K
SAM
64
Summit Asset Management
Tennessee
$589K
DWMG
65
DB Wealth Management Group
California
$517K +$23.5K +373 +4%
DI
66
DFPG Investments
Utah
$511K +$134K +2,127 +32%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$506K -$70.7K -1,122 -12%
TRCT
68
Tower Research Capital (TRC)
New York
$475K +$138K +2,195 +38%
IWC
69
Integrated Wealth Concepts
Massachusetts
$462K -$1.45K -23 -0.3%
LSA
70
Lion Street Advisors
Texas
$437K +$461K +7,316 New
AIP
71
Ameritas Investment Partners
Nebraska
$432K -$4.41K -70 -1%
Comerica Bank
72
Comerica Bank
Texas
$419K +$442K +7,019 New
Mariner
73
Mariner
Kansas
$404K +$34K +540 +9%
TSW
74
Three Seasons Wealth
Utah
$399K +$419K +6,650 New
HTC
75
Haverford Trust Company
Pennsylvania
$389K