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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$69.6M +$18.1K +287 +0%
Morgan Stanley
2
Morgan Stanley
New York
$53.8M -$12.1K -192 -0%
LPL Financial
3
LPL Financial
California
$26M +$3.44M +54,629 +14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.9M +$354K +5,613 +2%
RJA
5
Raymond James & Associates
Florida
$14.3M -$1.31M -20,868 -8%
Ameriprise
6
Ameriprise
Minnesota
$10.3M +$750K +11,908 +7%
Wells Fargo
7
Wells Fargo
California
$10.3M -$4.74M -75,194 -30%
MTC
8
Matrix Trust Company
Colorado
$9.44M +$302K +4,801 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.55M -$4.96M -78,788 -38%
CAN
10
Cetera Advisor Networks
California
$7.21M -$56.3K -893 -0.7%
Bank of America
11
Bank of America
North Carolina
$7.14M +$225K +3,576 +3%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$6.61M +$1.09M +17,248 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.9M +$899K +14,264 +17%
AAS
14
Avantax Advisory Services
Texas
$5.43M -$35.6K -565 -0.6%
PFG
15
Pacific Financial Group
Washington
$5.42M -$111K -1,765 -2%
MIC
16
Means Investment Company
Maine
$5.18M +$1.55M +24,545 +39%
GIA
17
Gladstone Institutional Advisory
Florida
$4.7M -$503K -7,980 -9%
Stifel Financial
18
Stifel Financial
Missouri
$4.64M -$9.39K -149 -0.2%
SFG
19
Sunburst Financial Group
Alabama
$4.18M +$195K +3,089 +5%
YWS
20
Yarger Wealth Strategies
Ohio
$4.09M -$26.5K -420 -0.6%
BWM
21
Benchmark Wealth Management
Connecticut
$3.91M -$656K -10,420 -14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.44M +$465K +7,379 +15%
AWS
23
Atria Wealth Solutions
New York
$3.43M +$61.7K +980 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.18M +$32.1K +510 +1%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.81M +$338K +5,370 +13%