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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$90.7M +$746K +9,540 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$90.6M +$21.4M +273,249 +30%
FF
3
Fortitude Financial
Washington
$36.8M +$37.8M +483,444 New
LPL Financial
4
LPL Financial
California
$32.7M +$1.48M +18,944 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28M -$582K -7,437 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$26.3M +$27M +345,690 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$14M +$952K +12,169 +7%
SCM
8
Steele Capital Management
Iowa
$13.3M -$47.3K -605 -0.3%
MTC
9
Matrix Trust Company
Colorado
$13.3M -$47.3K -605 -0.3%
MIC
10
Means Investment Company
Maine
$12M +$1.26M +16,050 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.98M +$2.91M +37,166 +40%
MML Investors Services
12
MML Investors Services
Massachusetts
$9.21M +$832K +10,632 +10%
Ameriprise
13
Ameriprise
Minnesota
$9.17M -$1.12M -14,317 -11%
Bank of America
14
Bank of America
North Carolina
$9.14M -$99.8K -1,276 -1%
Wells Fargo
15
Wells Fargo
California
$8M +$360K +4,598 +5%
ACA
16
Aptus Capital Advisors
Alabama
$7.87M +$237K +3,024 +3%
SFG
17
Sunburst Financial Group
Alabama
$7.78M +$155K +1,980 +2%
AAS
18
Avantax Advisory Services
Texas
$6.26M -$351K -4,489 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.79M +$1.2M +15,352 +25%
Stifel Financial
20
Stifel Financial
Missouri
$5.74M +$104K +1,327 +2%
GIA
21
Gladstone Institutional Advisory
Florida
$5.31M -$371K -4,748 -6%
YWS
22
Yarger Wealth Strategies
Ohio
$5.22M +$2.03K +26 +0%
PFG
23
Pacific Financial Group
Washington
$5M -$337K -4,304 -6%
SWP
24
Stratos Wealth Partners
Ohio
$4.49M +$4.62M +59,010 New
AWS
25
Atria Wealth Solutions
New York
$4.26M -$1.33K -17 -0%