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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$28M +$3.14M +83,716 +13%
Wells Fargo
2
Wells Fargo
California
$25M +$1.04M +27,584 +4%
RJA
3
Raymond James & Associates
Florida
$22M -$255K -6,800 -1%
Morgan Stanley
4
Morgan Stanley
New York
$21.6M +$6.63M +176,816 +46%
LPL Financial
5
LPL Financial
California
$7.29M +$230K +6,124 +3%
Ameriprise
6
Ameriprise
Minnesota
$5.41M +$1.39M +36,968 +36%
Citadel Advisors
7
Citadel Advisors
Florida
$4.45M +$1.22M +32,444 +39%
PCM
8
Parsons Capital Management
Rhode Island
$3.71M +$48K +1,280 +1%
WA
9
WESPAC Advisors
California
$3.42M -$15.8K -420 -0.5%
Bank of America
10
Bank of America
North Carolina
$3.42M -$2.16M -57,548 -39%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.93M +$1.33M +35,388 +87%
MFS
12
MSI Financial Services
Massachusetts
$2.25M +$1.13M +30,080 +106%
NPC
13
National Planning Corporation
California
$2.03M -$14.6K -388 -0.7%
Jane Street
14
Jane Street
New York
$1.88M +$1.84M +48,964 New
VFA
15
Voya Financial Advisors
Connecticut
$1.87M +$1.81M +48,364 New
OC
16
Oppenheimer & Co
New York
$1.5M +$1.46M +38,932 New
NFG
17
Next Financial Group
Texas
$1.48M -$261K -6,968 -15%
ICOA
18
Investment Centers of America
North Dakota
$1.02M +$998K +26,600 New
Axa
19
Axa
France
$994K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$990K -$265K -7,052 -21%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$965K +$706K +18,812 +299%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$908K +$62.6K +1,668 +8%
SAM
23
Summit Asset Management
Tennessee
$786K -$5.25K -140 -0.7%
Citigroup
24
Citigroup
New York
$764K +$335K +8,916 +81%
CS
25
Comerica Securities
Michigan
$740K +$722K +19,244 New