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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$57.9M -$287K -4,813 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$48M -$958K -16,047 -2%
LPL Financial
3
LPL Financial
California
$22.3M +$520K +8,708 +2%
RJA
4
Raymond James & Associates
Florida
$18.9M +$25.7K +431 +0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.8M +$1.25M +20,859 +7%
Wells Fargo
6
Wells Fargo
California
$13.1M +$1.24M +20,827 +9%
AAS
7
Avantax Advisory Services
Texas
$11.2M -$151K -2,525 -1%
Bank of America
8
Bank of America
North Carolina
$9.63M +$220K +3,684 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.31M +$75.3K +1,261 +0.7%
Ameriprise
10
Ameriprise
Minnesota
$8.85M -$127K -2,134 -1%
MTC
11
Matrix Trust Company
Colorado
$8.01M -$92.6K -1,551 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.74M +$297K +4,981 +4%
PFG
13
Pacific Financial Group
Washington
$5.37M -$620K -10,386 -9%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$5.24M -$76.6K -1,282 -1%
GIA
15
Gladstone Institutional Advisory
Florida
$4.97M -$32.6K -546 -0.6%
BWM
16
Benchmark Wealth Management
Connecticut
$4.6M -$590K -9,885 -10%
CAN
17
Cetera Advisor Networks
California
$4.37M -$75.3K -1,260 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.32M +$61.3K +1,026 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.08M -$646K -10,813 -13%
YWS
20
Yarger Wealth Strategies
Ohio
$3.88M +$22.2K +371 +0.5%
SFG
21
Sunburst Financial Group
Alabama
$2.97M +$512K +8,566 +18%
AWS
22
Atria Wealth Solutions
New York
$2.88M +$207K +3,474 +7%
KAS
23
Kestra Advisory Services
Texas
$2.84M +$736K +12,330 +30%
S
24
Surevest
California
$2.63M +$195K +3,260 +7%
Goldman Sachs
25
Goldman Sachs
New York
$2.34M