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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$540K
ICAS
27
Investors Capital Advisory Services
Massachusetts
$483K -$81.3K -3,444 -15%
FAAS
28
First Allied Advisory Services
California
$296K -$2.98K -126 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$293K +$4.11K +174 +2%
BRWA
30
B. Riley Wealth Advisors
Florida
$224K -$9.78K -414 -4%
IPC
31
Independent Portfolio Consultants
Florida
$166K
HFA
32
High Falls Advisors
New York
$122K
DAM
33
Delta Asset Management
Tennessee
$85K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$74K -$2.69K -114 -4%
Citigroup
35
Citigroup
New York
$65K -$2.98K -126 -5%
IF
36
Ironwood Financial
Arizona
$50K +$46.8K +1,980 New
CAL
37
Capital Advisors Ltd
Ohio
$48K
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$44K -$39.2K -1,662 -49%
JP Morgan Chase
39
JP Morgan Chase
New York
$30K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$21K -$9.92K -420 -34%
TRCT
41
Tower Research Capital (TRC)
New York
$16K +$14.4K +612 New
UFA
42
US Financial Advisors
Massachusetts
$15K -$1.12M -47,502 -99%
US Bancorp
43
US Bancorp
Minnesota
$14K
IWMPD
44
Integrated Wealth Management (Palm Desert)
California
$12K
GWM
45
Geneos Wealth Management
Colorado
$11K +$10.8K +456 New
ASN
46
Advisory Services Network
Georgia
$7K
WT
47
Whittier Trust
California
$6K
LWM
48
Lenox Wealth Management
Ohio
$4K
TAIM
49
TD Ameritrade Investment Management
Nebraska
$1K
CAN
50
Cetera Advisor Networks
California
-$415K -16,254 Closed