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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1
Kays Financial Advisory
Georgia
$13.6M -$393K -16,296 -3%
SAM
2
Summit Asset Management
Tennessee
$9.05M -$245K -10,128 -3%
Bank of America
3
Bank of America
North Carolina
$3.73M +$1.24M +51,390 +50%
Morgan Stanley
4
Morgan Stanley
New York
$3.69M +$163K +6,744 +5%
NFG
5
Noven Financial Group
Colorado
$3.48M +$3.48M +144,036 New
Wells Fargo
6
Wells Fargo
California
$3.29M +$920K +38,100 +39%
U
7
UBS
Switzerland
$3.1M +$414K +17,148 +15%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.97M +$2.57M +106,314 +638%
CMP
9
Courage Miller Partners
Virginia
$2.63M -$7.24K -300 -0.3%
LPL Financial
10
LPL Financial
California
$2.16M -$57.4K -2,376 -3%
Ameriprise
11
Ameriprise
Minnesota
$1.25M +$56.6K +2,346 +5%
MHS
12
M Holdings Securities
Oregon
$1.09M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$940K +$124K +5,130 +15%
GIA
14
GHP Investment Advisors
Colorado
$882K +$79.7K +3,300 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$717K +$128K +5,304 +22%
Axa
16
Axa
France
$512K
JMPWA
17
JP Morgan Private Wealth Advisors
California
$470K -$18.1K -750 -4%
FAAS
18
First Allied Advisory Services
California
$321K +$322K +13,332 New
Citigroup
19
Citigroup
New York
$296K +$579 +24 +0.2%
HighTower Advisors
20
HighTower Advisors
Illinois
$265K +$265K +10,980 New
BRWA
21
B. Riley Wealth Advisors
Florida
$233K +$5.79K +240 +3%
MFS
22
MSI Financial Services
Massachusetts
$180K +$8.11K +336 +5%
AIG
23
American International Group
New York
$105K
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101K
DADC
25
D.A. Davidson & Co
Montana
$95K