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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$43.3M +$547K +11,436 +1%
Morgan Stanley
2
Morgan Stanley
New York
$34.1M +$2.44M +50,936 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.2M -$1.21M -25,180 -5%
Wells Fargo
4
Wells Fargo
California
$24.7M -$39.3K -820 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$16.9M +$148K +3,092 +0.9%
MTC
6
Matrix Trust Company
Colorado
$16.6M +$16.4M +341,792 New
RJA
7
Raymond James & Associates
Florida
$16.5M +$278K +5,816 +2%
LPL Financial
8
LPL Financial
California
$10.8M +$333K +6,956 +3%
Bank of America
9
Bank of America
North Carolina
$7.84M +$61.8K +1,292 +0.8%
KCM
10
Karp Capital Management
California
$6.73M +$422K +8,816 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.29M +$525K +10,976 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.87M -$6.68M -139,624 -54%
GLA
13
Good Life Advisors
Pennsylvania
$5.16M -$147K -3,068 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.88M +$261K +5,444 +6%
CA
15
Cetera Advisors
Colorado
$4.82M +$3.25K +68 +0.1%
AIP
16
Ameritas Investment Partners
Nebraska
$4.81M +$215K +4,492 +5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.26M -$311K -6,504 -7%
AIC
18
Ameritas Investment Company
Nebraska
$4.08M +$4.03M +84,240 New
MML Investors Services
19
MML Investors Services
Massachusetts
$3.79M -$2.49K -52 -0.1%
BAMG
20
Brand Asset Management Group
Missouri
$2.69M
GWM
21
Geneos Wealth Management
Colorado
$2.56M -$105K -2,184 -4%
ASN
22
Advisory Services Network
Georgia
$2.38M -$62K -1,296 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.06M +$121K +2,524 +6%
PFG
24
Pacific Financial Group
Washington
$2.03M +$31.4K +656 +2%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.95M +$146K +3,056 +8%