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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$692K +$199K +5,202 +42%
RJA
27
Raymond James & Associates
Florida
$664K +$647K +16,896 New
JP Morgan Chase
28
JP Morgan Chase
New York
$565K
Bank of New York Mellon
29
Bank of New York Mellon
New York
$471K -$5.74K -150 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$431K -$3.9K -102 -0.9%
SPC
31
Sigma Planning Corp
Michigan
$415K +$8.5K +222 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$365K +$87.3K +2,280 +33%
AEPG
33
American Economic Planning Group
New Jersey
$291K +$283K +7,404 New
PAG
34
Private Advisor Group
New Jersey
$282K +$275K +7,182 New
Stifel Financial
35
Stifel Financial
Missouri
$266K +$259K +6,774 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$238K +$232K +6,066 New
TWM
37
Titus Wealth Management
California
$230K +$224K +5,850 New
IWM
38
IHT Wealth Management
Illinois
$224K
BAMG
39
Brand Asset Management Group
Missouri
$174K
Citigroup
40
Citigroup
New York
$172K -$25K -654 -13%
DAM
41
Delta Asset Management
Tennessee
$132K
FHA
42
First Horizon Advisors
Tennessee
$132K +$58.6K +1,530 +84%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$119K
SWM
44
SeaCrest Wealth Management
New York
$96K -$11.5K -300 -11%
APA
45
American Portfolios Advisors
New York
$95.2K
US Bancorp
46
US Bancorp
Minnesota
$92K
RFC
47
Regions Financial Corp
Alabama
$84K
CAL
48
Capital Advisors Ltd
Ohio
$74K
IF
49
Ironwood Financial
Arizona
$63K
TL
50
TrueWealth LLC
Georgia
$61K