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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$567K -$18.1K -241 -3%
CIC
77
Carnegie Investment Counsel
Ohio
$552K +$519K +6,935 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$546K +$899 +12 +0.2%
HTC
79
Haverford Trust Company
Pennsylvania
$519K
PI
80
PFG Investments
New York
$506K +$107K +1,431 +29%
M&T Bank
81
M&T Bank
New York
$491K +$189K +2,526 +69%
FP
82
Financial Perspectives
Minnesota
$489K +$18.2K +243 +4%
Comerica Bank
83
Comerica Bank
Texas
$484K +$26.4K +352 +6%
HPM
84
Hoxton Planning & Management
West Virginia
$465K +$437K +5,841 New
PJWM
85
Philip James Wealth Mangement
Georgia
$454K +$1.42K +19 +0.3%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$450K -$46.5K -621 -10%
FF
87
Financial Futures
New Jersey
$445K
KWM
88
Kaydan Wealth Management
Michigan
$430K
SC
89
Savant Capital
Illinois
$421K
GLA
90
Good Life Advisors
Pennsylvania
$404K
VT
91
Vise Technologies
New York
$397K +$373K +4,978 New
NRI
92
NFP Retirement Inc
California
$383K
4WM
93
49 Wealth Management
Texas
$382K +$1.2K +16 +0.3%
IWM
94
IHT Wealth Management
Illinois
$375K -$1.12K -15 -0.3%
TSW
95
Three Seasons Wealth
Utah
$373K -$2.32K -31 -0.7%
MA
96
Mutual Advisors
Nebraska
$372K
PA
97
Procyon Advisors
Connecticut
$366K +$524 +7 +0.2%
Creative Planning
98
Creative Planning
Kansas
$366K +$42.1K +562 +14%
GWM
99
Geneos Wealth Management
Colorado
$357K +$168K +2,240 +100%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$348K +$75.6K +1,010 +30%