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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$93.4M +$5.42M +70,316 +6%
Morgan Stanley
2
Morgan Stanley
New York
$88.5M +$420K +5,446 +0.5%
LPL Financial
3
LPL Financial
California
$33.6M +$1.89M +24,559 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.6M +$2.43M +31,479 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$23.8M -$1.85M -24,026 -7%
MIC
6
Means Investment Company
Maine
$22.4M +$11.2M +145,367 +92%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$13.4M -$303K -3,927 -2%
MTC
8
Matrix Trust Company
Colorado
$12.9M +$45.1K +585 +0.3%
SCM
9
Steele Capital Management
Iowa
$12.9M +$45.1K +585 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.43M -$294K -3,811 -3%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.91M -$54.7K -710 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$8.69M -$241K -3,131 -3%
ACA
13
Aptus Capital Advisors
Alabama
$7.82M +$169K +2,191 +2%
SFG
14
Sunburst Financial Group
Alabama
$7.72M +$165K +2,135 +2%
Wells Fargo
15
Wells Fargo
California
$7.67M -$110K -1,427 -1%
Bank of America
16
Bank of America
North Carolina
$6.63M -$2.35M -30,481 -25%
AAS
17
Avantax Advisory Services
Texas
$6.1M +$13.8K +179 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.91M +$281K +3,644 +5%
Stifel Financial
19
Stifel Financial
Missouri
$5.58M +$2.23K +29 +0%
FF
20
Fortitude Financial
Washington
$5.22M -$31.8M -412,942 -85%
YWS
21
Yarger Wealth Strategies
Ohio
$5.1M +$14.3K +185 +0.3%
GIA
22
Gladstone Institutional Advisory
Florida
$4.99M -$176K -2,283 -3%
PFG
23
Pacific Financial Group
Washington
$4.74M -$129K -1,668 -3%
AWS
24
Atria Wealth Solutions
New York
$4.13M -$16K -208 -0.4%
BWM
25
Benchmark Wealth Management
Connecticut
$4.1M -$7.86K -102 -0.2%