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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$153M +$149M +1,799,387 +3,833%
Morgan Stanley
2
Morgan Stanley
New York
$124M +$18.9M +228,216 +18%
UBS Group
3
UBS Group
Switzerland
$110M +$855K +10,355 +0.8%
Raymond James Financial
4
Raymond James Financial
Florida
$41.2M +$15M +181,661 +57%
LPL Financial
5
LPL Financial
California
$37.7M -$1.29M -15,558 -3%
MIC
6
Means Investment Company
Maine
$35.4M +$1.4M +16,966 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$19.6M -$3.54M -42,878 -15%
Wells Fargo
8
Wells Fargo
California
$16.9M +$10.1M +122,352 +148%
MTC
9
Matrix Trust Company
Colorado
$15.7M +$181K +2,192 +1%
SCM
10
Steele Capital Management
Iowa
$15.7M +$181K +2,190 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.8M -$539K -6,528 -4%
CFD
12
Creative Financial Designs
Indiana
$14.8M +$922K +11,167 +7%
FF
13
Fortitude Financial
Washington
$14.5M +$14.4M +174,666 New
Ameriprise
14
Ameriprise
Minnesota
$13.3M -$943K -11,411 -7%
SWP
15
Stratos Wealth Partners
Ohio
$11.4M +$4.66M +56,413 +69%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.2M -$90.9K -1,100 -0.9%
NWA
17
Northwest Wealth Advisors
Washington
$9.76M +$9.75M +117,988 New
ACA
18
Aptus Capital Advisors
Alabama
$9.68M +$308K +3,723 +3%
SFG
19
Sunburst Financial Group
Alabama
$9.53M +$308K +3,723 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.33M -$480K -5,811 -5%
Bank of America
21
Bank of America
North Carolina
$9.06M +$1.08M +13,076 +14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.85M +$3M +36,281 +51%
FFA
23
Farther Finance Advisors
California
$8.72M +$1.38M +16,657 +19%
KAS
24
Kestra Advisory Services
Texas
$8.43M +$4.62M +55,978 +122%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.9M -$369K -4,471 -5%