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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
$51.3M -$4.64M -106,688 -9%
UBS Group
2
UBS Group
Switzerland
$37.7M -$1.69M -38,840 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.7M -$16.2K -372 -0.1%
RJA
4
Raymond James & Associates
Florida
$16.5M +$618K +14,212 +4%
MTC
5
Matrix Trust Company
Colorado
$14.7M -$878K -20,188 -6%
LPL Financial
6
LPL Financial
California
$13.6M +$2.07M +47,540 +19%
Ameriprise
7
Ameriprise
Minnesota
$11.8M -$1.83M -42,092 -14%
Wells Fargo
8
Wells Fargo
California
$11M -$2.06M -47,340 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.87M +$4.87M +111,888 +109%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.46M +$704K +16,192 +9%
Bank of America
11
Bank of America
North Carolina
$9.11M +$149K +3,428 +2%
AAS
12
Avantax Advisory Services
Texas
$9.06M +$624K +14,340 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.76M -$148K -3,404 -2%
KCM
14
Karp Capital Management
California
$6.01M -$65.6K -1,508 -1%
SA
15
Silversage Advisors
California
$5.24M +$3.06M +70,248 +259%
BWM
16
Benchmark Wealth Management
Connecticut
$4.92M -$331K -7,616 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.63M +$150K +3,448 +4%
GLA
18
Good Life Advisors
Pennsylvania
$4.32M +$2.09K +48 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.4M +$22.6K +520 +1%
BAMG
20
Brand Asset Management Group
Missouri
$2.12M -$171K -3,932 -8%
VA
21
Valmark Advisers
Ohio
$2.08M +$1.96M +45,068 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.8M -$6.1M -140,192 -78%
FAIM
23
Financial Advocates Investment Management
Washington
$1.7M +$2.2M +50,500 New
GRP
24
Global Retirement Partners
California
$1.57M +$144K +3,308 +11%
EH
25
Equitable Holdings
New York
$1.56M -$7.13K -164 -0.5%