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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$42.6M +$1.87M +40,152 +4%
Ameriprise
2
Ameriprise
Minnesota
$29.8M +$4.67M +100,200 +17%
Morgan Stanley
3
Morgan Stanley
New York
$29.7M -$638K -13,696 -2%
Wells Fargo
4
Wells Fargo
California
$25.1M -$3.18M -68,176 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.2M +$153K +3,284 +0.6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$19M -$30K -644 -0.2%
Bank of America
7
Bank of America
North Carolina
$17.9M -$24.2K -520 -0.1%
RJA
8
Raymond James & Associates
Florida
$14.9M +$436K +9,352 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13M +$1.6M +34,364 +14%
LPL Financial
10
LPL Financial
California
$12.2M +$636K +13,640 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.62M -$11.9K -256 -0.2%
GLA
12
Good Life Advisors
Pennsylvania
$5.37M +$102K +2,196 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.96M +$2.05M +44,076 +102%
AIP
14
Ameritas Investment Partners
Nebraska
$3.88M +$289K +6,208 +8%
CA
15
Cetera Advisors
Colorado
$3.67M +$24.4K +524 +0.7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.51M +$3.1M +66,432 +602%
VFA
17
Voya Financial Advisors
Connecticut
$3.18M -$98K -2,104 -3%
GWM
18
Geneos Wealth Management
Colorado
$3.17M -$40.6K -872 -1%
AG
19
Advisor Group
Arizona
$2.17M +$195K +4,180 +10%
PAG
20
Private Advisor Group
New Jersey
$1.85M +$1.66M +35,672 +704%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.71M +$358K +7,692 +26%
Citigroup
22
Citigroup
New York
$1.54M -$56.5K -1,212 -3%
LNC
23
Lincoln National Corp
Pennsylvania
$1.35M +$885K +18,988 +174%
NL
24
NWAM LLC
Washington
$1.29M +$69.7K +1,496 +6%
GRP
25
Global Retirement Partners
California
$1.1M -$10.4K -224 -0.9%