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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$4.09M -$140K -2,122 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.97M +$257K +3,892 +7%
Comerica Bank
28
Comerica Bank
Texas
$3.8M -$204K -3,095 -5%
SA
29
Stewardship Advisors
Pennsylvania
$3.79M +$77.9K +1,181 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.78M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$17.5M -264,665 -83%
CWM
32
Capital Wealth Management
Rhode Island
$3.51M +$567K +8,590 +20%
PAG
33
Private Advisor Group
New Jersey
$3.28M -$5.37M -81,361 -63%
CMP
34
Courage Miller Partners
Virginia
$2.92M -$31.3K -475 -1%
TC
35
TAP Consulting
Missouri
$2.91M +$229K +3,473 +9%
DWMG
36
DB Wealth Management Group
California
$2.79M -$6.79K -103 -0.3%
JWCA
37
J.W. Cole Advisors
Florida
$2.77M -$264 -4 -0%
OMC
38
Old Mission Capital
Illinois
$2.68M +$2.34M +35,515 +1,037%
TA
39
Townsend & Associates
Colorado
$2.62M +$32.3K +490 +1%
EH
40
Equitable Holdings
New York
$2.61M -$1.24M -18,795 -33%
PA
41
PFG Advisors
Arizona
$2.48M +$242K +3,666 +11%
US Bancorp
42
US Bancorp
Minnesota
$2.41M +$394K +5,971 +21%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.39M -$845K -12,804 -27%
EP
44
Eudaimonia Partners
Tennessee
$2.3M +$151K +2,292 +7%
PAIM
45
Punch & Associates Investment Management
Minnesota
$2.07M -$132 -2 -0%
MHS
46
M Holdings Securities
Oregon
$2.07M -$3.96K -60 -0.2%
CWMU
47
Caliber Wealth Management (Utah)
Utah
$2.01M -$808K -12,255 -30%
GIA
48
GHP Investment Advisors
Colorado
$1.75M +$9.89K +150 +0.6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$203K -3,077 -11%
RW
50
Rede Wealth
Virginia
$1.67M +$12K +182 +0.8%