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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$67.7M +$2.65M +39,004 +4%
Morgan Stanley
2
Morgan Stanley
New York
$64.3M -$4.34M -63,914 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27M -$3M -44,189 -10%
RJA
4
Raymond James & Associates
Florida
$24.6M +$110K +1,621 +0.4%
LPL Financial
5
LPL Financial
California
$23.6M +$1.53M +22,575 +7%
Wells Fargo
6
Wells Fargo
California
$16.1M +$1.88M +27,778 +13%
AAS
7
Avantax Advisory Services
Texas
$15.4M +$146K +2,157 +0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.8M +$307K +4,521 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.8M -$1.41M -20,739 -10%
Bank of America
10
Bank of America
North Carolina
$11.4M +$177K +2,603 +2%
MTC
11
Matrix Trust Company
Colorado
$10.5M -$9.77M -143,991 -48%
Ameriprise
12
Ameriprise
Minnesota
$9.98M -$2.9M -42,726 -22%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.14M +$7.12K +105 +0.1%
PFG
14
Pacific Financial Group
Washington
$7.04M -$183K -2,703 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.87M +$99.4K +1,465 +1%
BWM
16
Benchmark Wealth Management
Connecticut
$5.9M -$4.27K -63 -0.1%
CAN
17
Cetera Advisor Networks
California
$4.98M +$141K +2,072 +3%
KCM
18
Karp Capital Management
California
$4.58M -$101K -1,485 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.57M -$37.8K -557 -1%
BPA
20
Beacon Pointe Advisors
California
$2.99M +$3.05M +44,981 New
Goldman Sachs
21
Goldman Sachs
New York
$2.89M
BAMG
22
Brand Asset Management Group
Missouri
$2.87M -$84.9K -1,252 -3%
KAS
23
Kestra Advisory Services
Texas
$2.34M +$141K +2,081 +6%
GRP
24
Global Retirement Partners
California
$2.27M -$3.39K -50 -0.1%
TCWA
25
Ten Capital Wealth Advisors
Washington
$2.22M +$65K +958 +3%