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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
$66.1M +$2.53M +46,140 +4%
UBS Group
2
UBS Group
Switzerland
$50.6M +$1.16M +21,236 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.3M +$402K +7,340 +1%
RJA
4
Raymond James & Associates
Florida
$21.3M +$190K +3,476 +1%
LPL Financial
5
LPL Financial
California
$18.7M +$1.39M +25,392 +9%
MTC
6
Matrix Trust Company
Colorado
$18.5M -$259K -4,740 -1%
Wells Fargo
7
Wells Fargo
California
$15.5M +$1.23M +22,564 +9%
Ameriprise
8
Ameriprise
Minnesota
$12.8M -$1.55M -28,376 -11%
AAS
9
Avantax Advisory Services
Texas
$12.4M -$8.05M -147,064 -41%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.72M +$700K +12,796 +8%
Bank of America
11
Bank of America
North Carolina
$9.42M -$1.33M -24,212 -13%
PFG
12
Pacific Financial Group
Washington
$7.08M +$6.62M +120,920 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.92M -$710K -12,964 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.84M -$3.21M -58,692 -37%
BWM
15
Benchmark Wealth Management
Connecticut
$5.79M -$6.57K -120 -0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.5M -$98.7K -1,804 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.18M -$21.2K -388 -0.4%
KCM
18
Karp Capital Management
California
$4.27M -$887K -16,208 -18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.12M +$145K +2,648 +5%
CAN
20
Cetera Advisor Networks
California
$2.97M +$135K +2,460 +5%
BAMG
21
Brand Asset Management Group
Missouri
$2.65M -$7.01K -128 -0.3%
Goldman Sachs
22
Goldman Sachs
New York
$2.54M +$2.37M +43,380 New
GRP
23
Global Retirement Partners
California
$2.04M +$109K +1,984 +6%
EH
24
Equitable Holdings
New York
$1.97M +$59.5K +1,088 +3%
KAS
25
Kestra Advisory Services
Texas
$1.84M +$1.7M +30,976 +5,911%