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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$1.31M +$1.23M +33,456 New
Creative Planning
27
Creative Planning
Kansas
$1.25M +$1.17M +31,848 New
WWM
28
Western Wealth Management
Colorado
$1.24M -$117K -3,174 -9%
VFA
29
Voya Financial Advisors
Connecticut
$1.17M +$1.11M +30,180 New
MHS
30
M Holdings Securities
Oregon
$1.17M
GIA
31
GHP Investment Advisors
Colorado
$1.08M -$133K -3,606 -12%
SIA
32
Starfire Investment Advisers
Michigan
$1.07M
NCM
33
Neumann Capital Management
California
$996K -$22.1K -600 -2%
KFA
34
Kays Financial Advisory
Georgia
$868K -$910K -24,738 -53%
MML Investors Services
35
MML Investors Services
Massachusetts
$849K +$430K +11,706 +118%
FSC
36
Full Sail Capital
Oklahoma
$745K +$699K +19,002 New
JMPWA
37
JP Morgan Private Wealth Advisors
California
$744K -$84.1K -2,286 -11%
IDA
38
Intelligence Driven Advisers
California
$635K -$47.4K -1,290 -7%
SPC
39
Sigma Planning Corp
Michigan
$411K
FA
40
FDx Advisors
Illinois
$377K +$353K +9,606 New
HighTower Advisors
41
HighTower Advisors
Illinois
$346K -$73K -1,986 -18%
Citigroup
42
Citigroup
New York
$314K +$74.8K +2,034 +34%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$294K -$77.2K -2,100 -22%
GIA
44
Gladstone Institutional Advisory
Florida
$266K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$263K +$25.6K +696 +11%
EIP
46
Ellis Investment Partners
Pennsylvania
$246K
IWM
47
IHT Wealth Management
Illinois
$236K +$221K +6,012 New
FFN
48
Focus Financial Network
Minnesota
$220K +$206K +5,598 New
AEPG
49
American Economic Planning Group
New Jersey
$211K +$198K +5,388 New
BAMG
50
Brand Asset Management Group
Missouri
$174K