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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$37.4M +$2.97M +70,672 +9%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M +$2.61M +61,960 +11%
Wells Fargo
3
Wells Fargo
California
$26.6M +$378K +8,980 +1%
Ameriprise
4
Ameriprise
Minnesota
$21.7M +$2.23M +52,992 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.2M +$1.28M +30,516 +6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$17.3M +$815K +19,368 +5%
RJA
7
Raymond James & Associates
Florida
$17.1M -$6.1M -144,856 -26%
Bank of America
8
Bank of America
North Carolina
$15.8M -$176K -4,184 -1%
LPL Financial
9
LPL Financial
California
$11.6M -$1.07M -25,532 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.16M +$191K +4,540 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.34M +$116K +2,768 +2%
GLA
12
Good Life Advisors
Pennsylvania
$4.74M -$683K -16,232 -13%
Jane Street
13
Jane Street
New York
$4.06M +$4.05M +96,256 New
GWM
14
Geneos Wealth Management
Colorado
$3.23M -$49.8K -1,184 -2%
CA
15
Cetera Advisors
Colorado
$3.1M +$148K +3,512 +5%
SG Americas Securities
16
SG Americas Securities
New York
$2.59M -$207K -4,928 -7%
AIP
17
Ameritas Investment Partners
Nebraska
$2.58M +$405K +9,632 +19%
VFA
18
Voya Financial Advisors
Connecticut
$2.48M -$27.8K -660 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.44M +$147K +3,504 +6%
NPC
20
National Planning Corporation
California
$2.08M -$895K -21,260 -30%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.42M +$1.41M +33,536 New
Citigroup
22
Citigroup
New York
$1.39M +$46.8K +1,112 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.34M +$715K +16,992 +115%
AG
24
Advisor Group
Arizona
$1.26M +$74.4K +1,768 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.21M +$326K +7,748 +37%