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iShares Morningstar Mid-Cap ETF
IMCB

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
76
Haverford Trust Company
Pennsylvania
$457K – – –
TSW
77
Three Seasons Wealth
Utah
$454K -$12.7K -180 -3%
KWM
78
Kaydan Wealth Management
Michigan
$452K – – –
APWA
79
Atlas Private Wealth Advisors
New Jersey
$435K +$437K +6,204 New
PJWM
80
Philip James Wealth Mangement
Georgia
$422K +$1.34K +19 +0.3%
AHC
81
Adell Harriman & Carpenter
Texas
$414K – – –
FF
82
Financial Futures
New Jersey
$392K -$10.8K -153 -3%
CFD
83
Creative Financial Designs
Indiana
$388K +$20.6K +293 +6%
ASN
84
Advisory Services Network
Georgia
$379K -$22.6K -321 -6%
LSA
85
Lion Street Advisors
Texas
$375K -$39.7K -564 -10%
RJT
86
Raymond James Trust
Florida
$361K -$61K -866 -14%
CPA
87
Capital Planning Advisors
California
$359K +$112K +1,593 +45%
GLA
88
Good Life Advisors
Pennsylvania
$356K – – –
PI
89
PFG Investments
New York
$345K -$3.38K -48 -1%
PVAMC
90
PPS&V Asset Management Consultants
Michigan
$340K – – –
PA
91
Procyon Advisors
Connecticut
$339K -$5K -71 -1%
IWM
92
IHT Wealth Management
Illinois
$337K -$2.19K -31 -0.6%
DWA
93
Divergent Wealth Advisors
Utah
$337K -$30.4K -432 -8%
NRI
94
NFP Retirement Inc
California
$337K -$30.4K -432 -8%
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$335K +$336K +4,774 New
4WM
96
49 Wealth Management
Texas
$329K +$333K +4,718 New
MA
97
Mutual Advisors
Nebraska
$327K -$2.04K -29 -0.6%
DWM
98
Diversify Wealth Management
Utah
$317K +$324K +4,601 New
FP
99
Financial Perspectives
Minnesota
$314K +$11.2K +159 +4%
MCM
100
MAI Capital Management
Ohio
$307K -$4.23K -60 -1%
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4
5 6