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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$60.9M -$14K -226 -0%
Morgan Stanley
2
Morgan Stanley
New York
$51.1M +$42.4K +687 +0.1%
LPL Financial
3
LPL Financial
California
$22.8M -$701K -11,353 -3%
RJA
4
Raymond James & Associates
Florida
$19.8M -$38.5K -624 -0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.4M -$966K -15,639 -5%
Wells Fargo
6
Wells Fargo
California
$12.5M -$512K -8,298 -4%
AAS
7
Avantax Advisory Services
Texas
$11.8M -$537K -8,695 -4%
Bank of America
8
Bank of America
North Carolina
$9.87M +$388K +6,281 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.66M -$596K -9,649 -5%
Ameriprise
10
Ameriprise
Minnesota
$9.37M +$1.06M +17,118 +11%
MTC
11
Matrix Trust Company
Colorado
$8.46M -$256K -4,147 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.81M +$159K +2,581 +2%
PFG
13
Pacific Financial Group
Washington
$6.2M +$797K +12,908 +13%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$5.55M -$175K -2,832 -3%
BWM
15
Benchmark Wealth Management
Connecticut
$5.37M +$149K +2,419 +3%
GIA
16
Gladstone Institutional Advisory
Florida
$5.23M -$85.2K -1,380 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.87M -$995K -16,113 -16%
CAN
18
Cetera Advisor Networks
California
$4.64M +$100K +1,620 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.46M -$1.7M -27,532 -26%
YWS
20
Yarger Wealth Strategies
Ohio
$4.14M +$14.1K +228 +0.3%
AWS
21
Atria Wealth Solutions
New York
$2.82M +$2.4M +38,793 +346%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.66M -$144K -2,333 -5%
SFG
23
Sunburst Financial Group
Alabama
$2.62M +$2.08M +33,706 +263%
S
24
Surevest
California
$2.57M +$41.1K +665 +1%
KCM
25
Karp Capital Management
California
$2.5M -$314K -5,078 -10%