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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
76
Wealth Management Associates
New Jersey
$318K
PAG
77
Private Advisor Group
New Jersey
$294K -$65.7K -938 -18%
AIP
78
Ameritas Investment Partners
Nebraska
$290K
MCM
79
MAI Capital Management
Ohio
$284K
CCA
80
Clearwater Capital Advisors
Illinois
$277K -$4.21K -60 -2%
XF
81
XML Financial
Maryland
$272K
MA
82
Mutual Advisors
Nebraska
$271K +$11.2K +160 +4%
WWM
83
Windsor Wealth Management
Indiana
$259K
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$258K +$254K +3,628 New
RSWM
85
Robertson Stephens Wealth Management
California
$253K
FWM
86
Fingerlakes Wealth Management
New York
$253K +$248K +3,545 New
IA
87
IFG Advisory
Georgia
$241K +$841 +12 +0.4%
OIA
88
OneDigital Investment Advisors
Kansas
$231K +$280 +4 +0.1%
IF
89
Ironwood Financial
Arizona
$225K
CTB
90
Country Trust Bank
Illinois
$224K
FCA
91
FinTrust Capital Advisors
South Carolina
$221K
NFG
92
Next Financial Group
Texas
$220K -$210 -3 -0.1%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$218K -$70 -1 -0%
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$214K
Franklin Resources
95
Franklin Resources
California
$213K
Citigroup
96
Citigroup
New York
$209K -$271K -3,872 -57%
GWM
97
Geneos Wealth Management
Colorado
$206K
RBFC
98
Roman Butler Fullerton & Co
Missouri
$202K +$199K +2,841 New
US Bancorp
99
US Bancorp
Minnesota
$192K -$15.2K -217 -7%
TSWM
100
Tyler-Stone Wealth Management
Ohio
$181K +$178K +2,543 New