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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$39M +$1.36M +30,932 +3%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M -$45.6K -1,040 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.5M +$709K +16,156 +3%
Wells Fargo
4
Wells Fargo
California
$21.2M -$2.61M -59,500 -10%
Ameriprise
5
Ameriprise
Minnesota
$19.3M +$72.6K +1,656 +0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.3M +$6.39M +145,644 +57%
Bank of America
7
Bank of America
North Carolina
$14.1M -$178K -4,052 -1%
RJA
8
Raymond James & Associates
Florida
$13.4M -$334K -7,608 -2%
LPL Financial
9
LPL Financial
California
$8.82M -$111K -2,524 -1%
KCM
10
Karp Capital Management
California
$5.11M +$5.55M +126,420 New
GLA
11
Good Life Advisors
Pennsylvania
$4.51M -$142K -3,248 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.48M -$139K -3,168 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.36M +$4.73M +107,788 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.12M -$14.5M -331,688 -76%
CA
15
Cetera Advisors
Colorado
$3.79M +$13.5K +308 +0.3%
AIP
16
Ameritas Investment Partners
Nebraska
$3.76M +$16.8K +384 +0.4%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.49M -$542K -12,360 -13%
Citadel Advisors
18
Citadel Advisors
Florida
$2.87M -$74K -1,688 -2%
VFA
19
Voya Financial Advisors
Connecticut
$2.39M -$6.14K -140 -0.2%
GWM
20
Geneos Wealth Management
Colorado
$2.25M -$149K -3,388 -6%
BAMG
21
Brand Asset Management Group
Missouri
$2.24M +$82.6K +1,884 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.79M -$87.4K -1,992 -4%
PFG
23
Pacific Financial Group
Washington
$1.75M +$1.9M +43,280 New
AG
24
Advisor Group
Arizona
$1.67M +$61.1K +1,392 +3%
LNC
25
Lincoln National Corp
Pennsylvania
$1.51M +$257K +5,860 +19%