We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$296M
LPL Financial
2
LPL Financial
California
$282M +$24.2M +268,592 +10%
RWM
3
RMG Wealth Management
Wisconsin
$134M +$120M +1,332,132 New
Morgan Stanley
4
Morgan Stanley
New York
$129M +$3.36M +37,242 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$112M +$10.4M +114,770 +11%
Ameriprise
6
Ameriprise
Minnesota
$100M +$8.2M +90,825 +10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$97.6M +$15M +165,792 +20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$95.4M +$2.46M +27,275 +3%
AFG
9
Allegheny Financial Group
Pennsylvania
$61.2M +$36.3M +401,770 +182%
Bank of America
10
Bank of America
North Carolina
$56.8M +$927K +10,278 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$53.4M +$5.3M +58,744 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$52.1M -$3.98M -44,063 -8%
UBS Group
13
UBS Group
Switzerland
$43.3M -$711K -7,874 -2%
Mariner
14
Mariner
Kansas
$42.9M -$3.71M -41,118 -9%
VFG
15
Victory Financial Group
Texas
$42.4M -$95.5K -1,058 -0.2%
Wells Fargo
16
Wells Fargo
California
$41.5M +$794K +8,803 +2%
CPG
17
Cornerstone Planning Group
New Jersey
$37.3M +$748K +8,291 +2%
AWM
18
Avior Wealth Management
Nebraska
$30.5M -$12.2M -135,475 -30%
AAP
19
Arax Advisory Partners
Colorado
$30.1M +$1.5M +16,627 +6%
OWM
20
Orgel Wealth Management
Wisconsin
$27.9M -$673K -7,453 -3%
CFG
21
Cosner Financial Group
Colorado
$27.3M +$371K +4,116 +2%
EA
22
Eclectic Associates
California
$25.9M +$1.37M +15,169 +6%
CWM
23
Capital Wealth Management
Rhode Island
$23.9M +$1.5M +16,622 +7%
BWA
24
Beam Wealth Advisors
Louisiana
$23.6M -$1.84M -20,389 -8%
RA
25
Rodgers & Associates
Pennsylvania
$23.3M -$688K -7,624 -3%