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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$39.4M +$640K +15,004 +2%
Morgan Stanley
2
Morgan Stanley
New York
$29M +$543K +12,736 +2%
Wells Fargo
3
Wells Fargo
California
$26.7M -$818K -19,172 -3%
Ameriprise
4
Ameriprise
Minnesota
$22.4M -$12.3K -288 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.4M +$463K +10,848 +2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$18.2M +$349K +8,176 +2%
Bank of America
7
Bank of America
North Carolina
$17.1M +$722K +16,912 +5%
RJA
8
Raymond James & Associates
Florida
$13.4M -$4.2M -98,496 -24%
LPL Financial
9
LPL Financial
California
$12.1M +$12.3K +288 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.6M +$1.04M +24,372 +11%
TRCT
11
Tower Research Capital (TRC)
New York
$8.59M +$8.39M +196,556 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.59M +$63.7K +1,492 +1%
GLA
13
Good Life Advisors
Pennsylvania
$5.2M +$263K +6,172 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.27M +$1.71M +39,968 +69%
CA
15
Cetera Advisors
Colorado
$3.27M +$60.3K +1,412 +2%
GWM
16
Geneos Wealth Management
Colorado
$3.19M -$147K -3,456 -5%
VFA
17
Voya Financial Advisors
Connecticut
$3.03M +$450K +10,552 +18%
AIP
18
Ameritas Investment Partners
Nebraska
$3M +$322K +7,536 +12%
Jane Street
19
Jane Street
New York
$2.56M -$1.61M -37,792 -39%
SG Americas Securities
20
SG Americas Securities
New York
$2.44M -$237K -5,552 -9%
NPC
21
National Planning Corporation
California
$1.53M -$605K -14,168 -29%
Citigroup
22
Citigroup
New York
$1.47M +$27.5K +644 +2%
AG
23
Advisor Group
Arizona
$1.46M +$146K +3,424 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.38M -$9.22K -216 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.34M +$84.3K +1,976 +7%