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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.7M +$19M +391,492 +47%
UBS Group
2
UBS Group
Switzerland
$32.8M +$488K +10,072 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.9M -$507K -10,476 -2%
RJA
4
Raymond James & Associates
Florida
$13.1M +$236K +4,872 +1%
MTC
5
Matrix Trust Company
Colorado
$13M -$234K -4,840 -1%
Ameriprise
6
Ameriprise
Minnesota
$11.4M -$2.96M -61,180 -17%
Wells Fargo
7
Wells Fargo
California
$10.9M -$9.18M -189,436 -40%
LPL Financial
8
LPL Financial
California
$9.48M -$2.04M -42,192 -15%
Bank of America
9
Bank of America
North Carolina
$7.43M -$7.99M -165,008 -46%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.24M -$13M -268,880 -59%
AAS
11
Avantax Advisory Services
Texas
$6.98M -$45.7K -944 -0.5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.87M +$8.69M +179,344 New
Citadel Advisors
13
Citadel Advisors
Florida
$6.6M +$5.75M +118,712 +221%
TRCT
14
Tower Research Capital (TRC)
New York
$6.23M +$7.62M +157,340 +2,933%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.76M +$7.27M +150,116 New
KCM
16
Karp Capital Management
California
$5.05M +$12.6K +260 +0.2%
BWM
17
Benchmark Wealth Management
Connecticut
$4.38M -$166K -3,420 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.91M -$7.06M -145,756 -59%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.71M -$2.52K -52 -0.1%
GLA
20
Good Life Advisors
Pennsylvania
$3.58M -$332K -6,844 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.97M +$133K +2,748 +6%
BAMG
22
Brand Asset Management Group
Missouri
$1.91M -$206K -4,256 -8%
VFA
23
Voya Financial Advisors
Connecticut
$1.49M -$156K -3,224 -8%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.47M -$94.9K -1,960 -5%
EH
25
Equitable Holdings
New York
$1.3M -$152K -3,128 -8%