We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
OxenFree Capital
Florida
$7.24M +$515K +6,322 +8%
MML Investors Services
52
MML Investors Services
Massachusetts
$7.12M -$129K -1,581 -2%
SOWAS
53
Silver Oak Wealth Advisors Services
California
$7.09M +$168K +2,056 +2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$6.54M +$57.3K +703 +0.9%
IAG
55
Ipsen Advisor Group
Arkansas
$6.51M +$7.42K +91 +0.1%
CAC
56
Certified Advisory Corp
Florida
$6.25M -$77.1K -946 -1%
JP Morgan Chase
57
JP Morgan Chase
New York
$6.09M +$812K +9,959 +16%
OC
58
Oppenheimer & Co
New York
$6.04M -$1.19M -14,600 -17%
MYIA
59
Mount Yale Investment Advisors
Colorado
$5.98M +$5.89M +72,227 New
VAS
60
Vestmark Advisory Solutions
Massachusetts
$5.89M +$5.81M +71,211 New
VCM
61
Verde Capital Management
Michigan
$5.58M +$293K +3,597 +6%
NA
62
NewEdge Advisors
Louisiana
$5.46M -$19.3K -237 -0.4%
CWM
63
Castle Wealth Management
Florida
$5.15M +$46K +564 +0.9%
KAS
64
Kestra Advisory Services
Texas
$4.87M -$169K -2,075 -3%
SAM
65
Summit Asset Management
Tennessee
$4.86M -$17.4K -214 -0.4%
SWM
66
Steinberganna Wealth Management
New York
$4.8M +$4.73M +57,976 New
MSA
67
Marino Stram & Associates
Massachusetts
$4.72M +$651K +7,982 +16%
P
68
&Partners
Tennessee
$4.68M +$53.6K +657 +1%
VWS
69
Virtus Wealth Solutions
New Jersey
$4.42M -$36.6K -449 -0.8%
CCM
70
Chaney Capital Management
Washington
$4.4M +$196K +2,410 +5%
KWA
71
Kellett Wealth Advisors
Ohio
$4.38M +$92.8K +1,138 +2%
NL
72
NWAM LLC
Washington
$4.29M +$1.22K +15 +0%
KWA
73
Kingswood Wealth Advisors
California
$4.21M +$219K +2,681 +6%
BDF
74
Black Diamond Financial
Maryland
$4.2M +$1.46M +17,929 +55%
MFG
75
Merit Financial Group
Georgia
$4.1M +$105K +1,286 +3%