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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$394K
DWA
77
Divergent Wealth Advisors
Utah
$392K
AHC
78
Adell Harriman & Carpenter
Texas
$374K
TRCT
79
Tower Research Capital (TRC)
New York
$364K +$34.9K +580 +11%
ASN
80
Advisory Services Network
Georgia
$363K
FF
81
Financial Futures
New Jersey
$360K -$55.6K -923 -14%
GLA
82
Good Life Advisors
Pennsylvania
$347K -$47.9K -796 -13%
SPC
83
Sigma Planning Corp
Michigan
$327K -$229K -3,798 -42%
PI
84
PFG Investments
New York
$315K +$300K +4,974 New
PA
85
Procyon Advisors
Connecticut
$311K
TC
86
TownSquare Capital
Utah
$309K +$43.5K +723 +17%
LNC
87
Lincoln National Corp
Pennsylvania
$296K -$28.9K -480 -9%
BRWA
88
B. Riley Wealth Advisors
Florida
$294K +$280K +4,646 New
WWM
89
Windsor Wealth Management
Indiana
$289K +$56.4K +936 +26%
IWM
90
IHT Wealth Management
Illinois
$286K -$29.7K -494 -10%
WMA
91
Wealth Management Associates
New Jersey
$267K
MCM
92
MAI Capital Management
Ohio
$262K
MA
93
Mutual Advisors
Nebraska
$251K -$19.8K -329 -8%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$247K -$301K -4,999 -56%
FP
95
Financial Perspectives
Minnesota
$247K +$17K +283 +8%
GT
96
Glenview Trust
Kentucky
$246K
MCCP
97
Mission Creek Capital Partners
California
$246K +$234K +3,886 New
XF
98
XML Financial
Maryland
$242K
CCA
99
Clearwater Capital Advisors
Illinois
$231K -$15.1K -250 -6%
WWM
100
Western Wealth Management
Colorado
$229K -$204K -3,380 -48%