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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$104M +$3.59M +47,893 +4%
Morgan Stanley
2
Morgan Stanley
New York
$100M +$4.49M +60,011 +5%
RWM
3
RMG Wealth Management
Wisconsin
$87.7M +$81.2M +1,083,709 New
LPL Financial
4
LPL Financial
California
$39.7M +$3.39M +45,220 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.5M -$1.24M -16,601 -4%
MIC
6
Means Investment Company
Maine
$25.4M +$1.21M +16,126 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$25.3M -$276K -3,690 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$14.5M +$121K +1,612 +0.9%
SCM
9
Steele Capital Management
Iowa
$14.1M +$182K +2,430 +1%
MTC
10
Matrix Trust Company
Colorado
$14.1M +$182K +2,431 +1%
CFD
11
Creative Financial Designs
Indiana
$12.2M +$10.9M +146,140 +2,081%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.3M +$123K +1,646 +1%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.69M +$97.2K +1,298 +1%
Ameriprise
14
Ameriprise
Minnesota
$9.07M -$256K -3,416 -3%
ACA
15
Aptus Capital Advisors
Alabama
$8.64M +$222K +2,958 +3%
SFG
16
Sunburst Financial Group
Alabama
$8.54M +$222K +2,958 +3%
Bank of America
17
Bank of America
North Carolina
$7.37M +$223K +2,983 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.66M +$287K +3,833 +5%
AAS
19
Avantax Advisory Services
Texas
$6.63M +$66.7K +890 +1%
Wells Fargo
20
Wells Fargo
California
$6.5M -$1.65M -21,993 -21%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$6.5M +$6.11M +81,572 New
Stifel Financial
22
Stifel Financial
Missouri
$5.94M -$62.2K -830 -1%
YWS
23
Yarger Wealth Strategies
Ohio
$5.49M +$12.8K +171 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.35M +$1.22M +16,247 +32%
GIA
25
Gladstone Institutional Advisory
Florida
$5.35M -$22.3K -298 -0.4%