We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$3.98M -$4.06M -71,240 -48%
KAS
27
Kestra Advisory Services
Texas
$3.84M -$1.3M -22,853 -24%
IA
28
IFP Advisors
Florida
$3.8M
AW
29
ACG Wealth
Georgia
$3.66M +$24.3K +427 +0.6%
EH
30
Equitable Holdings
New York
$3.49M +$873K +15,336 +30%
SAM
31
Summit Asset Management
Tennessee
$3.44M -$118K -2,067 -3%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$3.38M -$118K -2,077 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.2M +$1.01M +17,676 +40%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$3.15M -$701K -12,307 -17%
CAC
35
Certified Advisory Corp
Florida
$3.14M +$801K +14,069 +30%
IIC
36
Integrated Investment Consultants
Michigan
$3.11M +$2.98M +52,352 +690%
Creative Planning
37
Creative Planning
Kansas
$2.9M -$6.26K -110 -0.2%
C
38
CEDRUS
Colorado
$2.79M +$677K +11,887 +28%
TA
39
Townsend & Associates
Colorado
$2.65M +$170K +2,983 +6%
SHFP
40
Second Half Financial Partners
Florida
$2.63M
PAS
41
Park Avenue Securities
New York
$2.39M +$50.5K +887 +2%
S
42
Surevest
California
$2.39M +$80.6K +1,415 +3%
LB
43
Leo Brokerage
Texas
$2.38M -$1.76M -30,994 -40%
Citadel Advisors
44
Citadel Advisors
Florida
$2.33M +$1.64M +28,809 +179%
AAS
45
Ameritas Advisory Services
Nebraska
$2.22M +$95.1K +1,670 +4%
CAN
46
Cetera Advisor Networks
California
$2.06M +$154K +2,712 +7%
GVAG
47
Great Valley Advisor Group
Delaware
$2.04M +$237K +4,167 +12%
FLI
48
Family Legacy Inc
South Carolina
$1.96M +$341K +5,991 +19%
Goldman Sachs
49
Goldman Sachs
New York
$1.91M +$2.1M +36,825 New
RA
50
RFG Advisory
Alabama
$1.91M +$1.85M +32,528 New