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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$29.7M +$1.51M +39,048 +5%
Wells Fargo
2
Wells Fargo
California
$28.4M +$4.26M +110,484 +18%
Morgan Stanley
3
Morgan Stanley
New York
$22.2M -$63.3K -1,640 -0.3%
RJA
4
Raymond James & Associates
Florida
$21.6M -$427K -11,068 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.6M +$2.5M +64,700 +18%
Ameriprise
6
Ameriprise
Minnesota
$14.8M +$1.45M +37,564 +11%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$14.1M +$783K +20,288 +6%
Bank of America
8
Bank of America
North Carolina
$14M +$1.81M +46,912 +15%
LPL Financial
9
LPL Financial
California
$11.4M +$454K +11,780 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.69M +$196K +5,080 +3%
GLA
11
Good Life Advisors
Pennsylvania
$6.53M +$6.29M +163,136 New
GWM
12
Greenwich Wealth Management
Connecticut
$5.32M +$135K +3,488 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.2M +$558K +14,464 +16%
Jane Street
14
Jane Street
New York
$4.04M -$642K -16,640 -14%
PCM
15
Parsons Capital Management
Rhode Island
$3.56M -$17K -440 -0.5%
MFS
16
MSI Financial Services
Massachusetts
$3.05M -$50.2K -1,300 -2%
GWM
17
Geneos Wealth Management
Colorado
$2.92M +$480K +12,436 +20%
NPC
18
National Planning Corporation
California
$2.9M +$298K +7,716 +12%
SG Americas Securities
19
SG Americas Securities
New York
$2.63M +$2.58M +66,992 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.6M -$1.33M -34,504 -34%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.45M +$29.6K +768 +1%
CA
22
Cetera Advisors
Colorado
$2.31M +$78.2K +2,028 +4%
VFA
23
Voya Financial Advisors
Connecticut
$2.15M +$481K +12,476 +30%
AIP
24
Ameritas Investment Partners
Nebraska
$1.88M +$463K +11,992 +33%
AG
25
Advisor Group
Arizona
$1.38M -$581K -15,060 -30%