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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$157M -$27.8M -304,883 -16%
UBS Group
2
UBS Group
Switzerland
$133M +$953K +10,430 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$114M -$29.6M -323,586 -21%
Raymond James Financial
4
Raymond James Financial
Florida
$49.1M -$5.56M -60,902 -11%
LPL Financial
5
LPL Financial
California
$45.8M +$2.62M +28,666 +6%
MIC
6
Means Investment Company
Maine
$39.3M -$2.3M -25,201 -6%
ACA
7
Aptus Capital Advisors
Alabama
$23.5M +$1.92M +21,037 +9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$23.4M +$186K +2,037 +0.8%
SFG
9
Sunburst Financial Group
Alabama
$23.3M +$1.92M +21,037 +10%
CFD
10
Creative Financial Designs
Indiana
$20.6M +$2.5M +27,378 +15%
Wells Fargo
11
Wells Fargo
California
$19.7M -$723K -7,918 -4%
SWP
12
Stratos Wealth Partners
Ohio
$19.7M +$1.42M +15,547 +8%
SCM
13
Steele Capital Management
Iowa
$18.7M +$162K +1,769 +0.9%
MTC
14
Matrix Trust Company
Colorado
$18.5M +$162K +1,769 +0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.7M +$676K +7,396 +4%
NWA
16
Northwest Wealth Advisors
Washington
$15.8M +$1.85M +20,202 +14%
Ameriprise
17
Ameriprise
Minnesota
$14.8M +$383K +4,197 +3%
FF
18
Fortitude Financial
Washington
$14.5M -$2.98M -32,639 -18%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.3M +$2.61M +28,535 +24%
MML Investors Services
20
MML Investors Services
Massachusetts
$11.6M +$1.96M +21,477 +22%
KAS
21
Kestra Advisory Services
Texas
$11.4M +$43.5K +476 +0.4%
Bank of America
22
Bank of America
North Carolina
$10.5M -$396K -4,340 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.8M +$544K +5,957 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.39M -$663K -7,258 -7%
FFA
25
Farther Finance Advisors
California
$8.35M -$2.54M -27,826 -24%