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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$81.7M +$661K +9,380 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$64M -$396K -5,624 -0.6%
TC
3
TownSquare Capital
Utah
$36.7M +$36.9M +523,208 New
LPL Financial
4
LPL Financial
California
$29.9M -$1.86M -26,325 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.2M +$277K +3,930 +1%
RJA
6
Raymond James & Associates
Florida
$14.4M -$530K -7,518 -4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11.6M -$66.7K -947 -0.6%
SCM
8
Steele Capital Management
Iowa
$10.9M -$61K -865 -0.6%
MTC
9
Matrix Trust Company
Colorado
$10.9M -$25.2K -358 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$10.6M -$309K -4,380 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.5M -$4.01M -56,854 -28%
MIC
12
Means Investment Company
Maine
$9.14M +$824K +11,691 +10%
Bank of America
13
Bank of America
North Carolina
$8.37M -$190K -2,694 -2%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$7.66M +$115K +1,627 +2%
Wells Fargo
15
Wells Fargo
California
$7.01M +$70K +993 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.88M -$254K -3,611 -4%
SFG
17
Sunburst Financial Group
Alabama
$6.51M +$436K +6,181 +7%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.18M +$1.06M +15,104 +21%
AAS
19
Avantax Advisory Services
Texas
$5.91M +$199K +2,823 +3%
PFG
20
Pacific Financial Group
Washington
$5.7M -$407K -5,781 -7%
GIA
21
Gladstone Institutional Advisory
Florida
$5.26M -$93.1K -1,321 -2%
Stifel Financial
22
Stifel Financial
Missouri
$5.18M -$89.7K -1,273 -2%
YWS
23
Yarger Wealth Strategies
Ohio
$4.81M -$51.2K -726 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.45M +$737K +10,464 +20%
Goldman Sachs
25
Goldman Sachs
New York
$4.44M +$1.4M +19,897 +46%