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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$432K -$36.3K -591 -8%
DWA
77
Divergent Wealth Advisors
Utah
$416K – – –
MCCP
78
Mission Creek Capital Partners
California
$406K -$28.6K -465 -7%
PJWM
79
Philip James Wealth Mangement
Georgia
$402K +$368K +5,986 New
LSA
80
Lion Street Advisors
Texas
$397K -$85.9K -1,399 -19%
AHC
81
Adell Harriman & Carpenter
Texas
$396K – – –
FF
82
Financial Futures
New Jersey
$385K +$3.44K +56 +1%
Advisory Services Network
83
Advisory Services Network
Georgia
$385K – – –
M&T Bank
84
M&T Bank
New York
$350K -$60.2K -980 -16%
4WM
85
49 Wealth Management
Texas
$346K +$317K +5,160 New
Raymond James Trust
86
Raymond James Trust
Florida
$346K -$364K -5,920 -53%
GLA
87
Good Life Advisors
Pennsylvania
$341K – – –
Procyon Advisors
88
Procyon Advisors
Connecticut
$330K – – –
IHT Wealth Management
89
IHT Wealth Management
Illinois
$328K +$6.45K +105 +2%
BRWA
90
B. Riley Wealth Advisors
Florida
$321K -$45.3K -738 -13%
Lincoln National Corp
91
Lincoln National Corp
Pennsylvania
$303K -$5.83K -95 -2%
MA
92
Mutual Advisors
Nebraska
$289K +$14.2K +232 +6%
WMA
93
Wealth Management Associates
New Jersey
$283K – – –
FP
94
Financial Perspectives
Minnesota
$282K -$5.04K -82 -2%
MAI Capital Management
95
MAI Capital Management
Ohio
$278K – – –
AA
96
Addison Advisors
Vermont
$272K +$163K +2,650 +189%
Glenview Trust
97
Glenview Trust
Kentucky
$261K – – –
Tower Research Capital (TRC)
98
Tower Research Capital (TRC)
New York
$259K -$251K -4,095 -52%
XF
99
XML Financial
Maryland
$257K – – –
Citigroup
100
Citigroup
New York
$253K +$35.4K +577 +18%