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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
76
Whittier Trust
California
$26K – – –
SIM
77
Sonora Investment Management
Arizona
$23K – – –
PCG
78
Private Capital Group
Connecticut
$22K +$190 +4 +0.9%
BWA
79
BDO Wealth Advisors
Florida
$20K – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$18K +$18K +380 New
VFA
81
Valeo Financial Advisors
Indiana
$17K – – –
ADL
82
Asset Dedication LLC
California
$15K – – –
NFG
83
Next Financial Group
Texas
$15K +$14.6K +308 New
KF
84
Krilogy Financial
Missouri
$14K +$13.7K +288 New
RFC
85
Regions Financial Corp
Alabama
$12K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.8K +248 New
GEA
87
Glen Eagle Advisors
New Jersey
$8.72K – – –
AIM
88
Advantage Investment Management
Iowa
$5K – – –
GWA
89
Guidant Wealth Advisors
Illinois
$5K +$5.69K +120 New
CTC
90
Central Trust Company
Missouri
$3K – – –
IFAM
91
Institutional & Family Asset Management
Colorado
$3K – – –
PA
92
Parallel Advisors
California
$3K – – –
WTC
93
WhitTier Trust Company
Nevada
$3K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$1K – – –
Mariner
95
Mariner
Kansas
– -$543K -11,820 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$271K -5,908 Closed
B
97
Bridgeworth
Alabama
– -$171K -3,732 Closed
ML
98
McAdam LLC
Pennsylvania
– -$35K -752 Closed
CF
99
Centaurus Financial
California
– -$21K -460 Closed
FIA
100
FNY Investment Advisers
New York
– -$8K -180 Closed