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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
$32.1M +$652K +16,880 +2%
UBS Group
2
UBS Group
Switzerland
$27.7M -$1.48M -38,416 -5%
Wells Fargo
3
Wells Fargo
California
$23.6M +$245K +6,328 +1%
Morgan Stanley
4
Morgan Stanley
New York
$21.9M +$7.37M +190,764 +51%
RJA
5
Raymond James & Associates
Florida
$21.6M -$472K -12,204 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M +$2.29M +59,316 +20%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$13.1M +$520K +13,440 +4%
Ameriprise
8
Ameriprise
Minnesota
$13M +$1.26M +32,660 +11%
Bank of America
9
Bank of America
North Carolina
$11.9M +$1.11M +28,724 +10%
LPL Financial
10
LPL Financial
California
$10.5M +$473K +12,232 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.35M +$1.09M +28,296 +17%
GWM
12
Greenwich Wealth Management
Connecticut
$5.09M +$221K +5,716 +5%
Jane Street
13
Jane Street
New York
$4.6M +$3.83M +99,168 +493%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.88M +$3.01M +77,764 +341%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.56M +$96.2K +2,488 +3%
PCM
16
Parsons Capital Management
Rhode Island
$3.51M
MFS
17
MSI Financial Services
Massachusetts
$3.04M -$170K -4,392 -5%
NPC
18
National Planning Corporation
California
$2.4M +$146K +3,780 +6%
GWM
19
Geneos Wealth Management
Colorado
$2.39M -$75.8K -1,960 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.38M +$886K +22,932 +59%
CA
21
Cetera Advisors
Colorado
$2.17M +$308K +7,972 +16%
WA
22
WESPAC Advisors
California
$2.05M -$394K -10,192 -16%
AG
23
Advisor Group
Arizona
$1.93M +$1.09M +28,248 +129%
VFA
24
Voya Financial Advisors
Connecticut
$1.61M -$406K -10,500 -20%
AIP
25
Ameritas Investment Partners
Nebraska
$1.39M +$265K +6,844 +24%