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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
PFS Partners
New Jersey
$10.2M +$186K +2,059 +2%
EH
52
Equitable Holdings
New York
$9.69M -$9.77M -108,287 -52%
Truist Financial
53
Truist Financial
North Carolina
$9.68M -$828K -9,175 -9%
SPIA
54
Steward Partners Investment Advisory
New York
$8.9M -$809K -8,961 -9%
SOWAS
55
Silver Oak Wealth Advisors Services
California
$8.3M -$358K -3,969 -4%
PAG
56
Private Advisor Group
New Jersey
$8.21M +$1.03M +11,432 +16%
VCM
57
Verde Capital Management
Michigan
$8.03M +$377K +4,183 +5%
IAG
58
Ipsen Advisor Group
Arkansas
$7.93M +$13.6K +151 +0.2%
OC
59
Oppenheimer & Co
New York
$7.86M -$22K -244 -0.3%
DI
60
DDFG Inc
California
$7.83M +$191K +2,121 +3%
MSA
61
Marino Stram & Associates
Massachusetts
$7.2M +$249K +2,760 +4%
DWM
62
Denver Wealth Management
Colorado
$7.15M +$1.19M +13,151 +22%
JP Morgan Chase
63
JP Morgan Chase
New York
$6.93M -$1.86M -20,652 -22%
KAS
64
Kestra Advisory Services
Texas
$6.83M -$182K -2,021 -3%
CWM
65
Castle Wealth Management
Florida
$6.5M +$40.2K +446 +0.7%
MML Investors Services
66
MML Investors Services
Massachusetts
$6.41M +$1.07M +11,822 +22%
PPWM
67
Premier Private Wealth Management
Florida
$6.39M +$699K +7,744 +14%
CPWA
68
Cerro Pacific Wealth Advisors
California
$6.26M +$485K +5,376 +9%
CCM
69
Chaney Capital Management
Washington
$6.14M +$289K +3,205 +5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$5.99M +$514K +5,700 +10%
KWA
71
Kellett Wealth Advisors
Ohio
$5.84M +$253K +2,809 +5%
DWM
72
Diversify Wealth Management
Utah
$5.61M +$16.2K +179 +0.3%
DAS
73
Diversify Advisory Services
Utah
$5.61M +$5.28M +58,498 New
AT
74
American Trust
Kentucky
$5.55M -$506K -5,603 -9%
SAM
75
Summit Asset Management
Tennessee
$5.53M -$101K -1,121 -2%