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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
$15.9M -$4.65K -57 -0%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$15.8M +$314K +3,847 +2%
CWM
28
Capital Wealth Management
Rhode Island
$14.6M +$381K +4,676 +3%
FF
29
Fortitude Financial
Washington
$14.1M +$15.9K +195 +0.1%
BFC
30
Bedel Financial Consulting
Indiana
$12.8M +$327K +4,015 +3%
AFG
31
Allegheny Financial Group
Pennsylvania
$12.4M +$1.77M +21,765 +17%
CFD
32
Creative Financial Designs
Indiana
$12.3M +$161K +1,972 +1%
ES
33
Eagle Strategies
New York
$11.5M +$210K +2,575 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.4M -$123K -1,509 -1%
PAG
35
Private Advisor Group
New Jersey
$11.4M +$566K +6,947 +5%
EA
36
Eclectic Associates
California
$11.3M +$5.92M +72,568 +114%
SPC
37
Sigma Planning Corp
Michigan
$10.4M -$488K -5,991 -5%
IIC
38
Integrated Investment Consultants
Michigan
$10.3M +$393K +4,825 +4%
PWM
39
PTM Wealth Management
United States
$10.2M +$298K +3,654 +3%
NFG
40
Nations Financial Group
Iowa
$10M +$661K +8,108 +7%
ERFOTCOFW
41
Employees Retirement Fund of the City of Fort Worth
Texas
$9.3M -$864K -10,600 -9%
SCA
42
Scott Capital Advisors
Oregon
$9.19M -$826K -10,127 -8%
AT
43
American Trust
Kentucky
$9.19M +$1.47M +18,049 +19%
Truist Financial
44
Truist Financial
North Carolina
$8.47M +$433K +5,313 +5%
MOS
45
MGO One Seven
Ohio
$8.15M +$258K +3,170 +3%
PP
46
PFS Partners
New Jersey
$8.04M +$64.6K +792 +0.8%
WTFG
47
Wood Tarver Financial Group
Idaho
$8M +$330K +4,042 +4%
TF
48
Tandem Financial
Colorado
$7.79M +$412K +5,048 +6%
ECA
49
Elevation Capital Advisory
Oregon
$7.73M +$7.22M +88,524 +1,802%
SPIA
50
Steward Partners Investment Advisory
New York
$7.53M -$303K -3,716 -4%