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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$948K +$46.7K +761 +6%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$926K
RW
53
Rede Wealth
Virginia
$921K +$842K +13,716 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$883K +$19.3K +315 +2%
NL
55
NWAM LLC
Washington
$855K +$52.7K +858 +7%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$832K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$806K +$7.12K +116 +1%
CFGS
58
Concourse Financial Group Securities
Alabama
$795K -$31.7K -516 -4%
AC
59
Apella Capital
Connecticut
$757K
PVAMC
60
PPS&V Asset Management Consultants
Michigan
$755K
AWM
61
Apollon Wealth Management
South Carolina
$728K -$536K -8,720 -45%
SAM
62
S.A. Mason
Michigan
$722K +$17.2K +280 +3%
T
63
TrueFG
Texas
$699K +$8.54K +139 +1%
LCM
64
Liberty Capital Management
Michigan
$685K
SAM
65
Summit Asset Management
Tennessee
$662K
DI
66
DFPG Investments
Utah
$612K +$36.4K +593 +7%
DWMG
67
DB Wealth Management Group
California
$608K +$24K +390 +5%
IWC
68
Integrated Wealth Concepts
Massachusetts
$567K +$43.2K +704 +9%
Mariner
69
Mariner
Kansas
$494K +$36.2K +590 +9%
AIP
70
Ameritas Investment Partners
Nebraska
$482K -$2.89K -47 -0.6%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$463K +$422K +6,871 New
TSW
72
Three Seasons Wealth
Utah
$446K
HTC
73
Haverford Trust Company
Pennsylvania
$437K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$433K +$215K +3,503 +119%
KWM
75
Kaydan Wealth Management
Michigan
$433K