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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$38M +$38.8M +1,005,620 New
UBS Group
2
UBS Group
Switzerland
$28.8M +$1.27M +32,980 +5%
Wells Fargo
3
Wells Fargo
California
$25.1M +$592K +15,352 +2%
Morgan Stanley
4
Morgan Stanley
New York
$22.2M +$1.01M +26,328 +5%
RJA
5
Raymond James & Associates
Florida
$21.9M +$234K +6,064 +1%
LPL Financial
6
LPL Financial
California
$8.09M +$884K +22,928 +12%
Ameriprise
7
Ameriprise
Minnesota
$7.48M +$2.25M +58,288 +42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.08M +$2.25M +58,416 +77%
Jane Street
9
Jane Street
New York
$5.06M +$3.28M +85,032 +174%
Bank of America
10
Bank of America
North Carolina
$3.8M +$452K +11,728 +13%
WA
11
WESPAC Advisors
California
$3.73M +$376K +9,756 +11%
PCM
12
Parsons Capital Management
Rhode Island
$3.64M -$1.08K -28 -0%
NPC
13
National Planning Corporation
California
$2.27M +$249K +6,456 +12%
MFS
14
MSI Financial Services
Massachusetts
$1.97M -$242K -6,280 -11%
VFA
15
Voya Financial Advisors
Connecticut
$1.79M -$30.2K -784 -2%
OC
16
Oppenheimer & Co
New York
$1.55M +$83.6K +2,168 +6%
ICOA
17
Investment Centers of America
North Dakota
$1.24M +$234K +6,076 +23%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.1M +$159K +4,116 +16%
SC
19
Scotia Capital
Ontario, Canada
$1.08M +$1.11M +28,688 New
UCFA
20
United Capital Financial Advisors
Texas
$1.06M +$1.08M +28,092 New
Axa
21
Axa
France
$976K
CS
22
Comerica Securities
Michigan
$913K +$191K +4,944 +26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$906K +$14.6K +380 +2%
Citigroup
24
Citigroup
New York
$892K +$142K +3,688 +19%
SAM
25
Summit Asset Management
Tennessee
$764K -$7.4K -192 -0.9%