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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$7.84M +$260K +3,175 +3%
CAC
52
Certified Advisory Corp
Florida
$7.71M +$1.49M +18,194 +23%
NA
53
NewEdge Advisors
Louisiana
$7.3M +$2.15M +26,185 +39%
JP Morgan Chase
54
JP Morgan Chase
New York
$6.98M +$1.53M +18,682 +26%
SOWAS
55
Silver Oak Wealth Advisors Services
California
$6.97M +$186K +2,275 +3%
IAG
56
Ipsen Advisor Group
Arkansas
$6.34M +$121K +1,481 +2%
OC
57
Oppenheimer & Co
New York
$6.32M +$51.2K +625 +0.8%
DI
58
DDFG Inc
California
$6.11M +$2.22M +27,125 +54%
VCM
59
Verde Capital Management
Michigan
$6.11M +$628K +7,664 +11%
PAG
60
Private Advisor Group
New Jersey
$5.68M -$4.69M -57,274 -44%
KAS
61
Kestra Advisory Services
Texas
$5.63M +$927K +11,311 +19%
MSA
62
Marino Stram & Associates
Massachusetts
$5.55M +$578K +7,055 +11%
CWM
63
Castle Wealth Management
Florida
$5.17M +$231K +2,818 +4%
DWM
64
Diversify Wealth Management
Utah
$5.02M +$1.19M +14,522 +33%
AT
65
American Trust
Kentucky
$4.89M -$37.2K -454 -0.7%
DWM
66
Denver Wealth Management
Colorado
$4.69M +$534K +6,513 +12%
CCM
67
Chaney Capital Management
Washington
$4.67M +$414K +5,054 +9%
CPWA
68
Cerro Pacific Wealth Advisors
California
$4.59M +$925K +11,288 +24%
SAM
69
Summit Asset Management
Tennessee
$4.52M -$34.3K -419 -0.7%
PPWM
70
Premier Private Wealth Management
Florida
$4.51M +$962K +11,745 +26%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$4.48M -$1.93M -23,573 -30%
KWA
72
Kellett Wealth Advisors
Ohio
$4.46M +$216K +2,633 +5%
ERFOTCOFW
73
Employees Retirement Fund of the City of Fort Worth
Texas
$4.37M
MFG
74
Merit Financial Group
Georgia
$4.3M +$478K +5,830 +12%
P
75
&Partners
Tennessee
$4.27M -$190K -2,315 -4%