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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$44.4M +$367K +7,240 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$43.4M +$5.54M +109,232 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.4M -$529K -10,416 -2%
Wells Fargo
4
Wells Fargo
California
$24.9M -$753K -14,848 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M +$17.6M +346,828 +312%
Ameriprise
6
Ameriprise
Minnesota
$18.8M +$450K +8,868 +3%
Bank of America
7
Bank of America
North Carolina
$18.8M +$8.78M +173,092 +93%
MTC
8
Matrix Trust Company
Colorado
$18M +$144K +2,840 +0.8%
RJA
9
Raymond James & Associates
Florida
$17.7M -$24.4K -480 -0.1%
LPL Financial
10
LPL Financial
California
$15.2M +$2.47M +48,700 +20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13M +$3.14M +61,912 +33%
AAS
12
Avantax Advisory Services
Texas
$9.59M +$8.33M +164,212 +870%
KCM
13
Karp Capital Management
California
$6.9M -$160K -3,160 -2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$6.38M +$1.85M +36,548 +43%
BWM
15
Benchmark Wealth Management
Connecticut
$6.17M +$5.97M +117,696 New
AIP
16
Ameritas Investment Partners
Nebraska
$5.93M +$347K +6,832 +6%
GLA
17
Good Life Advisors
Pennsylvania
$5.26M -$101K -1,988 -2%
SA
18
Silversage Advisors
California
$5.15M +$4.98M +98,224 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.08M -$278K -5,484 -5%
BAMG
20
Brand Asset Management Group
Missouri
$2.84M -$37.1K -732 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$2.82M -$4.39M -86,464 -62%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.55M +$352K +6,944 +17%
VFA
23
Voya Financial Advisors
Connecticut
$2.18M -$75.9K -1,496 -3%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.12M -$50.5K -996 -2%
EH
25
Equitable Holdings
New York
$1.94M +$1.88M +37,068 New