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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$74.9M -$3.06M -49,807 -4%
Morgan Stanley
2
Morgan Stanley
New York
$61M +$557K +9,068 +1%
LPL Financial
3
LPL Financial
California
$31M +$1.67M +27,180 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.3M +$3.76M +61,210 +19%
RJA
5
Raymond James & Associates
Florida
$17.6M +$1.39M +22,653 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.7M +$2.9M +47,245 +37%
Ameriprise
7
Ameriprise
Minnesota
$11.2M -$403K -6,565 -4%
SCM
8
Steele Capital Management
Iowa
$10.7M +$9.75M +158,775 New
MTC
9
Matrix Trust Company
Colorado
$10.6M +$4.36K +71 +0%
Bank of America
10
Bank of America
North Carolina
$7.96M -$66.5K -1,082 -0.9%
WCAMG
11
Woodard & Company Asset Management Group
North Carolina
$7.29M -$129K -2,101 -2%
CAN
12
Cetera Advisor Networks
California
$6.88M -$1.12M -18,316 -15%
MIC
13
Means Investment Company
Maine
$6.84M +$932K +15,179 +17%
Wells Fargo
14
Wells Fargo
California
$6.39M -$4.7M -76,521 -45%
PFG
15
Pacific Financial Group
Washington
$6.01M -$75K -1,222 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.94M -$633K -10,312 -10%
AAS
17
Avantax Advisory Services
Texas
$5.9M -$189K -3,080 -3%
SFG
18
Sunburst Financial Group
Alabama
$5.51M +$742K +12,086 +17%
GIA
19
Gladstone Institutional Advisory
Florida
$5.29M +$8.84K +144 +0.2%
Stifel Financial
20
Stifel Financial
Missouri
$5.07M -$130K -2,122 -3%
YWS
21
Yarger Wealth Strategies
Ohio
$4.64M +$39.9K +650 +1%
BWM
22
Benchmark Wealth Management
Connecticut
$4.33M -$63.4K -1,033 -2%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.12M +$879K +14,306 +30%
AWS
24
Atria Wealth Solutions
New York
$3.78M -$66.1K -1,076 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.73M +$1.04M +16,999 +44%