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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$161M +$6.96M +81,186 +4%
Morgan Stanley
2
Morgan Stanley
New York
$126M +$637K +7,432 +0.5%
RWM
3
RMG Wealth Management
Wisconsin
$117M +$110M +1,284,701 New
UBS Group
4
UBS Group
Switzerland
$114M +$2.81M +32,749 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$47.5M +$6.08M +70,940 +14%
LPL Financial
6
LPL Financial
California
$37.2M -$926K -10,813 -2%
MIC
7
Means Investment Company
Maine
$36.1M +$376K +4,392 +1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.1M +$281K +3,280 +1%
ACA
9
Aptus Capital Advisors
Alabama
$18.5M +$9.01M +105,191 +90%
SFG
10
Sunburst Financial Group
Alabama
$18.4M +$9.04M +105,485 +92%
Wells Fargo
11
Wells Fargo
California
$17.6M +$568K +6,627 +3%
SCM
12
Steele Capital Management
Iowa
$16M +$201K +2,352 +1%
MTC
13
Matrix Trust Company
Colorado
$15.8M +$51.7K +603 +0.3%
SWP
14
Stratos Wealth Partners
Ohio
$15.7M +$4.31M +50,321 +37%
CFD
15
Creative Financial Designs
Indiana
$15.6M +$597K +6,966 +4%
FF
16
Fortitude Financial
Washington
$15.2M +$675K +7,875 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$14.7M -$326K -3,805 -2%
Ameriprise
18
Ameriprise
Minnesota
$12.5M -$1.01M -11,821 -7%
NWA
19
Northwest Wealth Advisors
Washington
$11.9M +$2.15M +25,129 +21%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.96M +$569K +6,641 +6%
KAS
21
Kestra Advisory Services
Texas
$9.77M +$1.3M +15,182 +15%
FFA
22
Farther Finance Advisors
California
$9.6M +$762K +8,893 +8%
Bank of America
23
Bank of America
North Carolina
$9.46M +$327K +3,818 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.72M -$215K -2,506 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$8.19M -$2.14M -25,024 -20%