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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$25M +$1.02M +24,330 +4%
LPL Financial
2
LPL Financial
California
$15.2M -$3.21M -76,542 -18%
MTC
3
Matrix Trust Company
Colorado
$15.2M +$96.1K +2,292 +0.7%
Wells Fargo
4
Wells Fargo
California
$13M -$14.2M -338,400 -53%
Morgan Stanley
5
Morgan Stanley
New York
$10.9M -$6.87M -163,764 -40%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.86M +$777K +18,516 +10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$8.26M +$1.77M +42,168 +29%
Ameriprise
8
Ameriprise
Minnesota
$7.18M +$633K +15,084 +10%
PAG
9
Private Advisor Group
New Jersey
$6.1M +$595K +14,178 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.86M -$45.7M -1,088,556 -89%
Stifel Financial
11
Stifel Financial
Missouri
$5.82M -$691K -16,470 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.07M -$1.47M -35,100 -23%
RJA
13
Raymond James & Associates
Florida
$4.96M -$2.71M -64,674 -36%
EH
14
Equitable Holdings
New York
$4.67M +$4.47M +106,506 New
AWM
15
AE Wealth Management
Kansas
$4.66M +$4.46M +106,230 New
SS
16
Simplicity Solutions
Minnesota
$4.64M +$4.44M +105,792 New
PWM
17
Provident Wealth Management
Tennessee
$4.52M +$4.32M +103,050 New
SL
18
Systelligence LLC
Minnesota
$3.76M +$3.6M +85,770 New
SAM
19
Summit Asset Management
Tennessee
$3.75M -$15.1K -360 -0.4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.65M
AAS
21
Avantax Advisory Services
Texas
$3.23M +$139K +3,306 +5%
EF
22
Empowered Funds
Pennsylvania
$3.2M +$3.06M +73,038 New
Bank of America
23
Bank of America
North Carolina
$3.16M -$6.59M -157,044 -69%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.08M -$60.2K -1,434 -2%
Goldman Sachs
25
Goldman Sachs
New York
$2.78M