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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Steele Capital Management
Iowa
$11.1M -$113K -1,655 -1%
MTC
27
Matrix Trust Company
Colorado
$11.1M -$91.6K -1,347 -0.8%
CWM
28
Capital Wealth Management
Rhode Island
$10.6M +$51.8K +761 +0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.95M +$375K +5,510 +4%
SCA
30
Scott Capital Advisors
Oregon
$8.53M -$1.61M -23,709 -16%
ERFOTCOFW
31
Employees Retirement Fund of the City of Fort Worth
Texas
$8.33M
RJA
32
Raymond James & Associates
Florida
$8.09M -$931K -13,696 -10%
E
33
ETFidea
New York
$8.06M
MOS
34
MGO One Seven
Ohio
$7.54M +$30.9K +455 +0.4%
SPIA
35
Steward Partners Investment Advisory
New York
$7.44M +$182K +2,683 +3%
ES
36
Eagle Strategies
New York
$7.41M +$5.92M +87,040 +391%
IIC
37
Integrated Investment Consultants
Michigan
$7.36M
FC
38
Forte Capital
New York
$7.1M -$11.4M -167,033 -61%
PAG
39
Private Advisor Group
New Jersey
$6.63M +$675K +9,931 +11%
C
40
CEDRUS
Colorado
$6.47M +$345K +5,075 +6%
Truist Financial
41
Truist Financial
North Carolina
$6.3M +$122K +1,799 +2%
PP
42
PFS Partners
New Jersey
$6.2M +$92.6K +1,361 +2%
OC
43
Oppenheimer & Co
New York
$6.19M -$348K -5,120 -5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$6.11M +$929K +13,662 +18%
SPC
45
Sigma Planning Corp
Michigan
$6.03M +$172K +2,526 +3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5.76M -$267K -3,920 -4%
BFC
47
Bedel Financial Consulting
Indiana
$5.58M +$97.9K +1,439 +2%
WGCA
48
Wolf Group Capital Advisors
Virginia
$4.82M -$204K -2,994 -4%
NFG
49
Nations Financial Group
Iowa
$4.81M +$1.01M +14,822 +26%
KWM
50
Kingsview Wealth Management
Oregon
$4.67M +$3.37M +49,540 +256%