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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$89.8M +$1.19M +16,338 +1%
Morgan Stanley
2
Morgan Stanley
New York
$69.6M +$217K +2,988 +0.3%
TC
3
TownSquare Capital
Utah
$42.7M +$2.8M +38,563 +7%
LPL Financial
4
LPL Financial
California
$31.2M -$1.18M -16,317 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.5M -$931K -12,818 -3%
RJA
6
Raymond James & Associates
Florida
$16.1M +$398K +5,479 +3%
SCM
7
Steele Capital Management
Iowa
$13.3M +$1.45M +19,922 +13%
MTC
8
Matrix Trust Company
Colorado
$13.3M +$1.45M +19,922 +13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.1M +$448K +6,173 +4%
MIC
10
Means Investment Company
Maine
$10.8M +$809K +11,138 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.3M -$1.03M -14,243 -10%
Ameriprise
12
Ameriprise
Minnesota
$10.2M -$1.22M -16,801 -11%
Bank of America
13
Bank of America
North Carolina
$9.22M +$139K +1,910 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$8.39M +$1.61M +22,198 +25%
Wells Fargo
15
Wells Fargo
California
$7.63M +$32.7K +451 +0.5%
ACA
16
Aptus Capital Advisors
Alabama
$7.63M +$7.28M +100,318 New
SFG
17
Sunburst Financial Group
Alabama
$7.61M +$525K +7,235 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.14M -$315K -4,336 -4%
AAS
19
Avantax Advisory Services
Texas
$6.59M +$168K +2,319 +3%
GIA
20
Gladstone Institutional Advisory
Florida
$5.66M -$46.3K -637 -0.8%
Stifel Financial
21
Stifel Financial
Missouri
$5.62M +$2.03K +28 +0%
PFG
22
Pacific Financial Group
Washington
$5.32M -$826K -11,376 -14%
YWS
23
Yarger Wealth Strategies
Ohio
$5.21M +$2.25K +31 +0%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.62M -$199K -2,741 -4%
AWS
25
Atria Wealth Solutions
New York
$4.25M -$41.4K -570 -1%