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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$4.4M +$1.15M +19,595 +40%
CAC
52
Certified Advisory Corp
Florida
$4.26M +$37.4K +637 +1%
MML Investors Services
53
MML Investors Services
Massachusetts
$4.17M +$5.35K +91 +0.1%
SAM
54
Summit Asset Management
Tennessee
$3.94M -$39.7K -676 -1%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$3.9M +$1.17M +19,865 +49%
FA
56
Fermata Advisors
California
$3.83M -$76.1K -1,296 -2%
AWS
57
Atria Wealth Solutions
New York
$3.75M +$32K +545 +0.9%
NL
58
NWAM LLC
Washington
$3.57M +$1.32M +22,549 +69%
Creative Planning
59
Creative Planning
Kansas
$3.49M -$703K -11,963 -18%
CWM
60
Castle Wealth Management
Florida
$3.44M -$52.6K -895 -2%
VNA
61
Valley National Advisers
Pennsylvania
$3.4M +$95.9K +1,633 +3%
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.35M +$651K +11,084 +27%
JP Morgan Chase
63
JP Morgan Chase
New York
$3.12M +$2.84M +48,390 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$2.93M +$731K +12,434 +38%
NFG
65
Nations Financial Group
Iowa
$2.87M +$667K +11,346 +34%
FLI
66
Family Legacy Inc
South Carolina
$2.82M -$112K -1,900 -4%
FFL
67
Financial Freedom LLC
Ohio
$2.75M -$161K -2,742 -6%
SPC
68
Sigma Planning Corp
Michigan
$2.46M -$2.49M -42,364 -53%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.45M -$28.9K -492 -1%
EP
70
Eudaimonia Partners
Tennessee
$2.4M +$41.5K +707 +2%
PA
71
PFG Advisors
Arizona
$2.33M +$42.3K +720 +2%
PAS
72
Park Avenue Securities
New York
$2.31M -$363K -6,174 -15%
GRP
73
Global Retirement Partners
California
$2.21M +$42.2K +719 +2%
VCM
74
Verde Capital Management
Michigan
$2.18M +$225K +3,822 +13%
VWA
75
Visionary Wealth Advisors
Illinois
$2.17M +$665K +11,315 +51%