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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$102K +1,495 +11%
MMA
52
Miracle Mile Advisors
California
$1.06M -$32.7K -477 -3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1M
JWCA
54
J.W. Cole Advisors
Florida
$989K -$37.3K -545 -4%
JP Morgan Chase
55
JP Morgan Chase
New York
$965K +$873K +12,745 +2,544%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$897K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$875K
CFGS
58
Concourse Financial Group Securities
Alabama
$845K -$16.2K -237 -2%
AC
59
Apella Capital
Connecticut
$831K
SAM
60
S.A. Mason
Michigan
$821K +$35.3K +515 +5%
AWM
61
Apollon Wealth Management
South Carolina
$789K
NL
62
NWAM LLC
Washington
$772K -$125K -1,829 -14%
T
63
TrueFG
Texas
$756K -$2.06K -30 -0.3%
LCM
64
Liberty Capital Management
Michigan
$743K
SAM
65
Summit Asset Management
Tennessee
$718K
DAS
66
Diversify Advisory Services
Utah
$650K +$616K +8,985 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$539K +$65.3K +953 +15%
Mariner
68
Mariner
Kansas
$537K +$343 +5 +0.1%
IWC
69
Integrated Wealth Concepts
Massachusetts
$534K -$75.6K -1,104 -13%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$497K -$2.06K -30 -0.4%
AIP
71
Ameritas Investment Partners
Nebraska
$485K -$35.8K -522 -7%
TSW
72
Three Seasons Wealth
Utah
$477K
HTC
73
Haverford Trust Company
Pennsylvania
$475K
KWM
74
Kaydan Wealth Management
Michigan
$470K
RJT
75
Raymond James Trust
Florida
$439K +$59.3K +866 +17%