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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$73.8M -$122K -2,034 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$57M -$3.08M -51,213 -5%
LPL Financial
3
LPL Financial
California
$24.1M +$204K +3,385 +0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.6M +$1.63K +27 +0%
RJA
5
Raymond James & Associates
Florida
$16.5M -$1.96M -32,589 -11%
Wells Fargo
6
Wells Fargo
California
$15.6M -$262K -4,343 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13M -$3.13M -51,945 -20%
Ameriprise
8
Ameriprise
Minnesota
$10.2M -$98K -1,627 -1%
MTC
9
Matrix Trust Company
Colorado
$9.69M +$103K +1,707 +1%
CAN
10
Cetera Advisor Networks
California
$7.7M +$2.81M +46,734 +62%
Bank of America
11
Bank of America
North Carolina
$7.34M -$269K -4,467 -4%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$5.91M +$542 +9 +0%
PFG
13
Pacific Financial Group
Washington
$5.85M -$178K -2,964 -3%
AAS
14
Avantax Advisory Services
Texas
$5.79M -$194K -3,229 -3%
GIA
15
Gladstone Institutional Advisory
Florida
$5.48M +$431K +7,150 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.35M +$217K +3,602 +4%
Stifel Financial
17
Stifel Financial
Missouri
$4.92M +$4.09M +67,845 +682%
BWM
18
Benchmark Wealth Management
Connecticut
$4.8M -$30.5K -507 -0.7%
YWS
19
Yarger Wealth Strategies
Ohio
$4.36M -$58.9K -978 -1%
SFG
20
Sunburst Financial Group
Alabama
$4.23M +$69.1K +1,147 +2%
MIC
21
Means Investment Company
Maine
$3.94M +$744K +12,363 +25%
AWS
22
Atria Wealth Solutions
New York
$3.57M +$70.9K +1,178 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.34M +$394K +6,546 +14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.18M +$41.5K +689 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.8M -$1.57K -26 -0.1%