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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Haverford Trust Company
76
Haverford Trust Company
Pennsylvania
$351K – – –
GLA
77
Good Life Advisors
Pennsylvania
$347K – – –
AHC
78
Adell Harriman & Carpenter
Texas
$345K +$382K +6,400 New
NewEdge Advisors
79
NewEdge Advisors
Louisiana
$318K +$352K +5,900 New
Advisory Services Network
80
Advisory Services Network
Georgia
$292K – – –
AW
81
ACG Wealth
Georgia
$269K – – –
Procyon Advisors
82
Procyon Advisors
Connecticut
$262K – – –
Lincoln National Corp
83
Lincoln National Corp
Pennsylvania
$255K -$8.3K -139 -3%
IHT Wealth Management
84
IHT Wealth Management
Illinois
$248K +$2.09K +35 +0.8%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$230K -$10.6K -177 -4%
WMA
86
Wealth Management Associates
New Jersey
$227K – – –
MA
87
Mutual Advisors
Nebraska
$225K +$9.26K +155 +4%
Ameritas Investment Partners
88
Ameritas Investment Partners
Nebraska
$220K – – –
MAI Capital Management
89
MAI Capital Management
Ohio
$219K +$3.58K +60 +2%
CCA
90
Clearwater Capital Advisors
Illinois
$210K – – –
XF
91
XML Financial
Maryland
$206K – – –
APA
92
American Portfolios Advisors
New York
$206K – – –
WWM
93
Windsor Wealth Management
Indiana
$200K – – –
BC
94
Barrett & Company
Rhode Island
$182K +$185K +3,095 New
FCA
95
FinTrust Capital Advisors
South Carolina
$174K – – –
Country Trust Bank
96
Country Trust Bank
Illinois
$168K – – –
Farmers & Merchants Investments Inc
97
Farmers & Merchants Investments Inc
Nebraska
$162K – – –
Franklin Resources
98
Franklin Resources
California
$162K – – –
FP
99
Financial Perspectives
Minnesota
$153K +$51.6K +864 +44%
Citigroup
100
Citigroup
New York
$152K -$19.3K -323 -10%