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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fermata Advisors
California
$4.87M +$1.11M +19,847 +26%
IIC
27
Integrated Investment Consultants
Michigan
$4.77M +$1.94M +34,815 +58%
RJA
28
Raymond James & Associates
Florida
$4.48M -$72.1K -1,293 -1%
CWM
29
Capital Wealth Management
Rhode Island
$4.4M +$185K +3,310 +4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.07M +$238K +4,260 +6%
IA
31
IFP Advisors
Florida
$4.01M +$53.5K +960 +6%
AW
32
ACG Wealth
Georgia
$3.73M +$191K +3,430 +5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.49M +$432K +7,753 +13%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.4M -$803K -14,394 -18%
SAM
35
Summit Asset Management
Tennessee
$3.3M -$40.4K -724 -1%
NCMW
36
Northern Capital Management (Washington)
Washington
$3.17M +$3.51M +62,986 New
HGWM
37
Harvest Group Wealth Management
Massachusetts
$3.12M +$113K +2,024 +3%
C
38
CEDRUS
Colorado
$3.05M +$378K +6,773 +13%
JSP
39
Jackson Square Partners
California
$2.98M +$3.3M +59,197 New
TA
40
Townsend & Associates
Colorado
$2.93M +$290K +5,208 +10%
Creative Planning
41
Creative Planning
Kansas
$2.81M -$1.73K -31 -0.1%
RA
42
RFG Advisory
Alabama
$2.75M +$1.06M +19,043 +59%
BFC
43
Bedel Financial Consulting
Indiana
$2.72M +$1.6M +28,704 +126%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$2.69M -$396K -7,100 -12%
CAC
45
Certified Advisory Corp
Florida
$2.67M -$415K -7,444 -12%
PA
46
PFG Advisors
Arizona
$2.51M +$2.78M +49,833 New
S
47
Surevest
California
$2.51M +$212K +3,794 +8%
Mariner
48
Mariner
Kansas
$2.38M +$2.64M +47,263 New
PAS
49
Park Avenue Securities
New York
$2.32M
AAS
50
Ameritas Advisory Services
Nebraska
$2.19M +$40.5K +727 +2%