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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$15.1M +$1.99M +26,769 +17%
SCM
27
Steele Capital Management
Iowa
$14.9M +$172K +2,311 +1%
MTC
28
Matrix Trust Company
Colorado
$14.9M +$172K +2,311 +1%
CWM
29
Capital Wealth Management
Rhode Island
$13.8M +$814K +10,945 +7%
FF
30
Fortitude Financial
Washington
$13.5M +$12.6M +169,283 New
BFC
31
Bedel Financial Consulting
Indiana
$12.1M -$446 -6 -0%
CFD
32
Creative Financial Designs
Indiana
$11.8M -$10.8M -145,824 -50%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$11.2M -$406K -5,460 -4%
ES
34
Eagle Strategies
New York
$10.9M +$837K +11,253 +9%
SPC
35
Sigma Planning Corp
Michigan
$10.6M +$206K +2,768 +2%
PAG
36
Private Advisor Group
New Jersey
$10.5M +$594K +7,986 +7%
AFG
37
Allegheny Financial Group
Pennsylvania
$10.3M +$2.59M +34,779 +37%
SCA
38
Scott Capital Advisors
Oregon
$9.75M -$17.5K -235 -0.2%
PWM
39
PTM Wealth Management
United States
$9.7M +$973K +13,080 +12%
IIC
40
Integrated Investment Consultants
Michigan
$9.6M -$88.3K -1,187 -1%
NFG
41
Nations Financial Group
Iowa
$9.06M +$294K +3,960 +4%
MFG
42
Marmo Financial Group
Tennessee
$8.95M +$120K +1,616 +1%
ERFOTCOFW
43
Employees Retirement Fund of the City of Fort Worth
Texas
$8.79M
Truist Financial
44
Truist Financial
North Carolina
$7.79M -$370K -4,974 -5%
PP
45
PFS Partners
New Jersey
$7.73M +$52.6K +708 +0.7%
MOS
46
MGO One Seven
Ohio
$7.65M -$1.3M -17,509 -16%
SPIA
47
Steward Partners Investment Advisory
New York
$7.6M +$443K +5,959 +7%
AT
48
American Trust
Kentucky
$7.46M +$6.92M +93,044 New
WTFG
49
Wood Tarver Financial Group
Idaho
$7.43M +$318K +4,271 +5%
TF
50
Tandem Financial
Colorado
$7.15M +$1.69M +22,741 +34%