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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$1.92M -$184K -4,332 -8%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$1.6M +$21.6K +510 +1%
RJA
28
Raymond James & Associates
Florida
$1.5M -$3.05M -71,940 -64%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.24M +$496K +11,688 +52%
PAIM
30
Punch & Associates Investment Management
Minnesota
$1.09M
MWM
31
Merriman Wealth Management
Washington
$1.04M -$25.4K -600 -2%
SIA
32
Starfire Investment Advisers
Michigan
$1.02M -$76.3K -1,800 -6%
EP
33
Eudaimonia Partners
Tennessee
$1.01M +$17K +402 +1%
GIA
34
GHP Investment Advisors
Colorado
$954K -$23.2K -546 -2%
TA
35
Townsend & Associates
Colorado
$938K +$113K +2,664 +12%
Creative Planning
36
Creative Planning
Kansas
$914K
TC
37
TAP Consulting
Missouri
$884K -$9.16K -216 -0.9%
NCM
38
Neumann Capital Management
California
$871K -$60.3K -1,422 -6%
Jane Street
39
Jane Street
New York
$841K +$276K +6,504 +39%
CFD
40
Creative Financial Designs
Indiana
$819K +$104K +2,448 +12%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$773K +$895K +21,102 +12,561%
AWM
42
AE Wealth Management
Kansas
$754K -$3.63M -85,482 -80%
SS
43
Simplicity Solutions
Minnesota
$735K -$3.63M -85,572 -81%
HIA
44
Harbor Investment Advisory
Maryland
$711K -$25.4K -600 -3%
CWM
45
Capital Wealth Management
Rhode Island
$638K +$432K +10,188 +138%
FSC
46
Full Sail Capital
Oklahoma
$624K -$720K -16,980 -55%
KFA
47
Kays Financial Advisory
Georgia
$586K -$14.2K -336 -2%
AW
48
ACG Wealth
Georgia
$501K +$584K +13,770 New
HighTower Advisors
49
HighTower Advisors
Illinois
$455K -$2.8K -66 -0.5%
MML Investors Services
50
MML Investors Services
Massachusetts
$416K -$16.3K -384 -3%