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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
26
Leo Brokerage
Texas
$4.94M +$4.95M +76,843 New
RA
27
Rodgers & Associates
Pennsylvania
$4.8M +$4.44K +69 +0.1%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$4.68M -$2.84M -44,070 -38%
AW
29
ACG Wealth
Georgia
$4.5M +$13.5K +209 +0.3%
SAM
30
Summit Asset Management
Tennessee
$4.39M -$65.1K -1,011 -1%
HGWM
31
Harvest Group Wealth Management
Massachusetts
$3.93M +$3.94M +61,191 New
OMC
32
Old Mission Capital
Illinois
$3.86M +$3.87M +60,118 New
CWM
33
Capital Wealth Management
Rhode Island
$3.8M +$582K +9,043 +18%
IA
34
IFP Advisors
Florida
$3.8M +$514K +7,987 +85%
Creative Planning
35
Creative Planning
Kansas
$3.6M -$173K -2,686 -5%
EH
36
Equitable Holdings
New York
$3.33M +$753K +11,687 +29%
CAC
37
Certified Advisory Corp
Florida
$2.98M +$402K +6,245 +16%
TA
38
Townsend & Associates
Colorado
$2.94M +$503K +7,816 +20%
PAS
39
Park Avenue Securities
New York
$2.9M +$11.3K +175 +0.4%
S
40
Surevest
California
$2.86M +$2.75M +42,675 +2,287%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.82M -$70.2K -1,090 -2%
FA
42
Fermata Advisors
California
$2.73M +$948K +14,721 +53%
VCM
43
Verde Capital Management
Michigan
$2.73M +$1.3M +20,178 +91%
C
44
CEDRUS
Colorado
$2.69M +$936K +14,534 +53%
AAS
45
Ameritas Advisory Services
Nebraska
$2.64M +$1M +15,533 +61%
SLWS
46
Swaine & Leidel Wealth Services
Florida
$2.63M +$170K +2,634 New
SHFP
47
Second Half Financial Partners
Florida
$2.63M +$448K +6,965 New
WCAMG
48
Woodard & Company Asset Management Group
North Carolina
$2.58M +$2.58M +40,103 New
SI
49
Stephens Inc
Arkansas
$2.39M -$12M -185,872 -83%
CAN
50
Cetera Advisor Networks
California
$2.38M +$158K +2,455 +7%