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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$3.84M +$3.46M +78,588 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$3.65M
MHS
28
M Holdings Securities
Oregon
$3.58M +$3.22M +73,170 New
JMPWA
29
JP Morgan Private Wealth Advisors
California
$3.17M +$911K +20,700 +47%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$3.07M +$391K +8,880 +16%
BCM
31
Brookstone Capital Management
Illinois
$2.56M +$2.31M +52,470 New
CMP
32
Courage Miller Partners
Virginia
$2.53M -$49.1K -1,116 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.49M -$381K -8,664 -15%
Stifel Financial
34
Stifel Financial
Missouri
$2.46M -$3.82M -86,718 -63%
SPC
35
Sigma Planning Corp
Michigan
$1.86M +$1.29M +29,244 +331%
VA
36
Valmark Advisers
Ohio
$1.83M +$1.65M +37,380 New
FEM
37
Fulcrum Equity Management
Texas
$1.74M +$1.57M +35,622 New
PFA
38
Pinnacle Family Advisors
Missouri
$1.67M +$1.5M +34,170 New
TA
39
Townsend & Associates
Colorado
$1.48M +$233K +5,286 +21%
PAIM
40
Punch & Associates Investment Management
Minnesota
$1.47M
TC
41
TAP Consulting
Missouri
$1.44M +$228K +5,184 +21%
EP
42
Eudaimonia Partners
Tennessee
$1.41M +$41.5K +942 +3%
SIA
43
Starfire Investment Advisers
Michigan
$1.37M +$264 +6 +0%
CFD
44
Creative Financial Designs
Indiana
$1.31M +$185K +4,206 +19%
GIA
45
GHP Investment Advisors
Colorado
$1.27M -$10.3K -234 -0.9%
OWA
46
Outlook Wealth Advisors
Texas
$1.25M +$793K +18,012 +235%
Creative Planning
47
Creative Planning
Kansas
$1.24M +$7.66K +174 +0.7%
NCM
48
Neumann Capital Management
California
$1.17M
MWM
49
Merriman Wealth Management
Washington
$1.1M -$268K -6,096 -21%
KA
50
Kovack Advisors
Florida
$1.02M +$916K +20,808 New