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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
76
Haverford Trust Company
Pennsylvania
$395K
GLA
77
Good Life Advisors
Pennsylvania
$380K
Mariner
78
Mariner
Kansas
$378K -$51.1K -832 -12%
DWA
79
Divergent Wealth Advisors
Utah
$375K -$1.04K -17 -0.3%
AHC
80
Adell Harriman & Carpenter
Texas
$358K
ASN
81
Advisory Services Network
Georgia
$347K +$19.3K +314 +6%
TRCT
82
Tower Research Capital (TRC)
New York
$314K -$8.9K -145 -3%
LNC
83
Lincoln National Corp
Pennsylvania
$313K +$61 +1 +0%
DI
84
DFPG Investments
Utah
$305K +$309K +5,032 New
IWM
85
IHT Wealth Management
Illinois
$304K +$25.5K +415 +9%
PA
86
Procyon Advisors
Connecticut
$298K
MA
87
Mutual Advisors
Nebraska
$260K
WMA
88
Wealth Management Associates
New Jersey
$256K
TC
89
TownSquare Capital
Utah
$253K -$5.03K -82 -2%
MCM
90
MAI Capital Management
Ohio
$251K -$3.68K -60 -1%
CCA
91
Clearwater Capital Advisors
Illinois
$236K
BFC
92
Bedel Financial Consulting
Indiana
$236K +$239K +3,896 New
GT
93
Glenview Trust
Kentucky
$236K +$239K +3,887 New
XF
94
XML Financial
Maryland
$232K
FP
95
Financial Perspectives
Minnesota
$219K +$48.1K +783 +28%
WWM
96
Windsor Wealth Management
Indiana
$217K
RSWM
97
Robertson Stephens Wealth Management
California
$216K
CIA
98
Cape Investment Advisory
Georgia
$215K +$218K +3,546 New
CTB
99
Country Trust Bank
Illinois
$189K
BC
100
Barrett & Company
Rhode Island
$188K +$737 +12 +0.4%