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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$4.76M -$148K -2,280 -3%
RA
27
Rodgers & Associates
Pennsylvania
$4.12M +$981K +15,144 +30%
FAIM
28
Financial Advocates Investment Management
Washington
$4.06M -$935K -14,442 -18%
RA
29
RiverTree Advisors
Florida
$3.95M -$1.18M -18,150 -22%
Creative Planning
30
Creative Planning
Kansas
$3.87M +$36.1K +558 +0.9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.65M
EH
32
Equitable Holdings
New York
$3.58M -$1.75M -26,982 -32%
SA
33
Stewardship Advisors
Pennsylvania
$3.4M -$556K -8,580 -14%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.38M +$303K +4,686 +10%
AW
35
ACG Wealth
Georgia
$3.33M +$28K +432 +0.8%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$3.26M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3M -$10.5M -162,210 -77%
OWA
38
Outlook Wealth Advisors
Texas
$2.94M +$69.9K +1,080 +2%
CMP
39
Courage Miller Partners
Virginia
$2.71M -$54.8K -846 -2%
CWM
40
Capital Wealth Management
Rhode Island
$2.67M +$171K +2,646 +7%
SLWS
41
Swaine & Leidel Wealth Services
Florida
$2.63M +$2.71M +41,790 New
CWMU
42
Caliber Wealth Management (Utah)
Utah
$2.61M -$11.3K -174 -0.4%
DWMG
43
DB Wealth Management Group
California
$2.56M +$457K +7,050 +21%
JWCA
44
J.W. Cole Advisors
Florida
$2.54M +$960K +14,826 +58%
TC
45
TAP Consulting
Missouri
$2.44M +$5.83K +90 +0.2%
TA
46
Townsend & Associates
Colorado
$2.34M -$3.5K -54 -0.1%
DADC
47
D.A. Davidson & Co
Montana
$2.33M -$1.94K -30 -0.1%
KA
48
Kovack Advisors
Florida
$2.2M +$3.88K +60 +0.2%
PA
49
PFG Advisors
Arizona
$2.04M +$331K +5,118 +19%
EP
50
Eudaimonia Partners
Tennessee
$1.96M +$185K +2,862 +10%