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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
51
Regions Financial Corp
Alabama
$69K
CAL
52
Capital Advisors Ltd
Ohio
$61K
IF
53
Ironwood Financial
Arizona
$52K
TL
54
TrueWealth LLC
Georgia
$50K
UBS AM
55
UBS AM
Illinois
$47.6K
GEA
56
Glen Eagle Advisors
New Jersey
$35K +$37.6K +1,080 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$28K
GRP
58
Global Retirement Partners
California
$27K +$209 +6 +0.7%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$25K
IA
60
IFP Advisors
Florida
$16K +$1.04K +30 +6%
JCM
61
Jacobi Capital Management
Pennsylvania
$15K
LDFR
62
Lehman & Derafelo Financial Resources
Pennsylvania
$11K +$12.1K +348 New
ASN
63
Advisory Services Network
Georgia
$9K
WT
64
Whittier Trust
California
$8K
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8K
LWM
66
Lenox Wealth Management
Ohio
$3K
NFG
67
Next Financial Group
Texas
$3K
PA
68
Parallel Advisors
California
$3K
WI
69
WBI Investments
New Jersey
-$2.54M -64,692 Closed
AEPG
70
American Economic Planning Group
New Jersey
-$291K -7,404 Closed
PAG
71
Private Advisor Group
New Jersey
-$282K -7,182 Closed
Stifel Financial
72
Stifel Financial
Missouri
-$266K -6,774 Closed
TWM
73
Titus Wealth Management
California
-$230K -5,850 Closed
IWM
74
IHT Wealth Management
Illinois
-$224K -5,700 Closed
RCAG
75
Rehmann Capital Advisory Group
Michigan
-$32.3K -822 Closed