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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
$66.3M -$4.5M -73,628 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$31.3M -$149K -2,436 -0.5%
RJA
3
Raymond James & Associates
Florida
$23M +$178K +2,908 +0.8%
LPL Financial
4
LPL Financial
California
$20M -$74K -1,212 -0.4%
MTC
5
Matrix Trust Company
Colorado
$19.6M -$277K -4,540 -1%
Wells Fargo
6
Wells Fargo
California
$14.8M -$1.81M -29,680 -11%
Ameriprise
7
Ameriprise
Minnesota
$14.3M +$450K +7,376 +3%
AAS
8
Avantax Advisory Services
Texas
$14M +$613K +10,048 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.4M +$4.94M +80,924 +81%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.8M +$396K +6,488 +4%
Bank of America
11
Bank of America
North Carolina
$10.4M +$262K +4,296 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$8.9M +$7.29M +119,420 +539%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.38M +$1.43M +23,444 +25%
PFG
14
Pacific Financial Group
Washington
$7.05M -$537K -8,800 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.34M -$22K -360 -0.4%
BWM
16
Benchmark Wealth Management
Connecticut
$5.64M -$555K -9,088 -9%
KCM
17
Karp Capital Management
California
$4.55M -$32.7K -536 -0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.4M -$2.09M -34,284 -39%
CAN
19
Cetera Advisor Networks
California
$3.32M +$129K +2,120 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.29M -$52.8K -864 -2%
BAMG
21
Brand Asset Management Group
Missouri
$2.78M -$64.2K -1,052 -2%
Goldman Sachs
22
Goldman Sachs
New York
$2.73M
GRP
23
Global Retirement Partners
California
$2.13M -$54.5K -892 -3%
EH
24
Equitable Holdings
New York
$2.13M +$23.2K +380 +1%
KAS
25
Kestra Advisory Services
Texas
$1.99M +$7.57K +124 +0.4%