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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
$17M -$4.37M -103,080 -18%
Wells Fargo
2
Wells Fargo
California
$15.5M +$5.58M +131,622 +45%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$4.58M +107,976 +43%
MTC
4
Matrix Trust Company
Colorado
$12.3M -$259K -6,096 -2%
LPL Financial
5
LPL Financial
California
$11.4M -$1.36M -32,142 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.4M +$57K +1,344 +0.7%
Goldman Sachs
7
Goldman Sachs
New York
$7.06M +$5.54M +130,752 +206%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.92M +$3.17M +74,658 +65%
SL
9
Systelligence LLC
Minnesota
$6.38M +$3.81M +89,856 +105%
Ameriprise
10
Ameriprise
Minnesota
$6.02M +$110K +2,604 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.33M +$555K +13,098 +10%
Stifel Financial
12
Stifel Financial
Missouri
$4.98M +$194K +4,572 +3%
EH
13
Equitable Holdings
New York
$3.87M -$7.38K -174 -0.2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3.65M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.6M -$3.79M -89,454 -47%
EF
16
Empowered Funds
Pennsylvania
$3.2M
PWM
17
Provident Wealth Management
Tennessee
$3.09M -$767K -18,078 -18%
SI
18
Stephens Inc
Arkansas
$3.08M +$3.59M +84,678 New
SAM
19
Summit Asset Management
Tennessee
$3.04M -$80.7K -1,902 -2%
AAS
20
Avantax Advisory Services
Texas
$2.98M +$348K +8,214 +11%
Bank of America
21
Bank of America
North Carolina
$2.77M +$178K +4,200 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.37M +$22.5M +530,850 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.17M +$431K +10,152 +20%
TRCT
24
Tower Research Capital (TRC)
New York
$2.1M +$988K +23,304 +68%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.96M -$697K -16,434 -23%