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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
26
Leo Brokerage
Texas
$8.98M -$3M -50,826 -27%
KAS
27
Kestra Advisory Services
Texas
$7.67M -$200K -3,390 -3%
SPC
28
Sigma Planning Corp
Michigan
$6.87M +$2.09M +35,418 +49%
AAS
29
Avantax Advisory Services
Texas
$6.62M -$8.04M -136,200 -57%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$6.14M +$1.17M +19,866 +26%
Comerica Bank
31
Comerica Bank
Texas
$5.91M -$729K -12,360 -12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.47M -$336K -5,694 -6%
EH
33
Equitable Holdings
New York
$5.34M +$475K +8,046 +11%
RA
34
RiverTree Advisors
Florida
$5.15M +$4.77M +80,760 New
FAIM
35
Financial Advocates Investment Management
Washington
$5.03M +$40K +678 +0.9%
MWM
36
Mattern Wealth Management
Kansas
$5.02M +$16.3K +276 +0.4%
SAM
37
Summit Asset Management
Tennessee
$4.96M -$152K -2,574 -3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.49M
MHS
39
M Holdings Securities
Oregon
$4.07M -$62.7K -1,062 -2%
SA
40
Stewardship Advisors
Pennsylvania
$3.98M +$3.68M +62,442 New
Creative Planning
41
Creative Planning
Kansas
$3.88M +$180K +3,048 +5%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.65M
AW
43
ACG Wealth
Georgia
$3.34M -$1.32M -22,326 -30%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$3.29M +$3.05M +51,618 New
RA
45
Rodgers & Associates
Pennsylvania
$3.2M +$2.96M +50,148 New
MML Investors Services
46
MML Investors Services
Massachusetts
$3.12M -$58.1K -984 -2%
Stifel Financial
47
Stifel Financial
Missouri
$3.06M +$1.78M +30,126 +168%
OWA
48
Outlook Wealth Advisors
Texas
$2.91M +$1.08M +18,312 +67%
CMP
49
Courage Miller Partners
Virginia
$2.79M -$472K -7,998 -15%
CWMU
50
Caliber Wealth Management (Utah)
Utah
$2.65M +$2.46M +41,610 New