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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Capital Planning Advisors
California
$534K +$89.4K +1,143 +19%
IWC
77
Integrated Wealth Concepts
Massachusetts
$522K -$8.84K -113 -2%
AIP
78
Ameritas Investment Partners
Nebraska
$511K -$15.1K -193 -3%
CFD
79
Creative Financial Designs
Indiana
$500K +$62.9K +804 +14%
HTC
80
Haverford Trust Company
Pennsylvania
$496K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$475K
IAA
82
Independent Advisor Alliance
North Carolina
$474K +$487K +6,220 New
SC
83
Savant Capital
Illinois
$465K -$414K -5,296 -46%
PJWM
84
Philip James Wealth Mangement
Georgia
$459K +$1.88K +24 +0.4%
AHC
85
Adell Harriman & Carpenter
Texas
$449K
FF
86
Financial Futures
New Jersey
$425K
KWM
87
Kaydan Wealth Management
Michigan
$411K
Comerica Bank
88
Comerica Bank
Texas
$406K +$96.1K +1,229 +30%
GLA
89
Good Life Advisors
Pennsylvania
$387K -$397K -5,076 -50%
PA
90
Procyon Advisors
Connecticut
$380K +$11.3K +144 +3%
FP
91
Financial Perspectives
Minnesota
$378K +$16.6K +212 +4%
PI
92
PFG Investments
New York
$375K -$79.3K -1,014 -17%
NRI
93
NFP Retirement Inc
California
$366K
IWM
94
IHT Wealth Management
Illinois
$365K -$626 -8 -0.2%
4WM
95
49 Wealth Management
Texas
$362K +$1.49K +19 +0.4%
TSW
96
Three Seasons Wealth
Utah
$361K -$135K -1,724 -27%
MA
97
Mutual Advisors
Nebraska
$355K
PWS
98
Proactive Wealth Strategies
Georgia
$324K +$1.33K +17 +0.4%
Citigroup
99
Citigroup
New York
$322K -$313 -4 -0.1%
LSA
100
Lion Street Advisors
Texas
$320K -$65.3K -835 -17%