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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
$54.2M -$1.48M -29,956 -3%
UBS Group
2
UBS Group
Switzerland
$42.2M +$1.23M +24,960 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24.7M +$4.75K +96 +0%
RJA
4
Raymond James & Associates
Florida
$18M +$136K +2,752 +0.8%
AAS
5
Avantax Advisory Services
Texas
$17.9M +$8.02M +162,336 +83%
MTC
6
Matrix Trust Company
Colorado
$16.1M +$87.8K +1,776 +0.6%
LPL Financial
7
LPL Financial
California
$14.8M -$23.5K -476 -0.2%
Ameriprise
8
Ameriprise
Minnesota
$12.4M -$432K -8,736 -3%
Wells Fargo
9
Wells Fargo
California
$12.1M +$198K +4,012 +2%
Bank of America
10
Bank of America
North Carolina
$9.27M -$623K -12,604 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.94M -$2.75M -55,600 -26%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.67M -$2.58M -52,120 -25%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.71M -$1.61M -32,608 -22%
BWM
14
Benchmark Wealth Management
Connecticut
$4.96M -$379K -7,660 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.79M -$230K -4,644 -5%
KCM
16
Karp Capital Management
California
$4.46M -$2.04M -41,252 -32%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.45M +$2.45M +49,656 +127%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.53M -$67.6K -1,368 -3%
CAN
19
Cetera Advisor Networks
California
$2.42M +$735K +14,876 +45%
BAMG
20
Brand Asset Management Group
Missouri
$2.27M -$34.6K -700 -2%
VA
21
Valmark Advisers
Ohio
$2.2M -$55.6K -1,124 -2%
KAS
22
Kestra Advisory Services
Texas
$1.69M +$25.9K +524 New
GRP
23
Global Retirement Partners
California
$1.65M -$61.9K -1,252 -4%
EH
24
Equitable Holdings
New York
$1.63M -$63.7K -1,288 -4%
Citigroup
25
Citigroup
New York
$1.45M +$5.34K +108 +0.4%