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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
76
Mission Creek Capital Partners
California
$389K +$165K +2,626 +68%
KWM
77
Kaydan Wealth Management
Michigan
$385K -$10.6K -168 -3%
M&T Bank
78
M&T Bank
New York
$370K +$391K +6,200 New
DWA
79
Divergent Wealth Advisors
Utah
$370K – – –
AHC
80
Adell Harriman & Carpenter
Texas
$352K – – –
Advisory Services Network
81
Advisory Services Network
Georgia
$342K – – –
FF
82
Financial Futures
New Jersey
$339K – – –
BRWA
83
B. Riley Wealth Advisors
Florida
$331K +$55.1K +875 +19%
PI
84
PFG Investments
New York
$309K +$12.6K +200 +4%
GLA
85
Good Life Advisors
Pennsylvania
$303K -$25.2K -400 -7%
Procyon Advisors
86
Procyon Advisors
Connecticut
$293K – – –
IHT Wealth Management
87
IHT Wealth Management
Illinois
$285K +$16.1K +256 +6%
Lincoln National Corp
88
Lincoln National Corp
Pennsylvania
$275K -$4.54K -72 -2%
Sigma Planning Corp
89
Sigma Planning Corp
Michigan
$275K -$36.2K -574 -11%
WWM
90
Windsor Wealth Management
Indiana
$273K – – –
TC
91
TownSquare Capital
Utah
$267K -$26.1K -415 -8%
FP
92
Financial Perspectives
Minnesota
$256K +$24.6K +391 +10%
WMA
93
Wealth Management Associates
New Jersey
$252K – – –
MAI Capital Management
94
MAI Capital Management
Ohio
$247K – – –
MA
95
Mutual Advisors
Nebraska
$244K +$7.25K +115 +3%
Glenview Trust
96
Glenview Trust
Kentucky
$232K – – –
XF
97
XML Financial
Maryland
$229K – – –
CCA
98
Clearwater Capital Advisors
Illinois
$218K – – –
Robertson Stephens Wealth Management
99
Robertson Stephens Wealth Management
California
$214K – – –
BFG
100
Bouchey Financial Group
New York
$202K +$212K +3,360 New