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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$45.6M -$25.2M -381,991 -37%
UBS Group
2
UBS Group
Switzerland
$37.9M -$1.94M -29,442 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.5M +$1.05M +15,889 +3%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M -$56.3M -852,987 -66%
LPL Financial
5
LPL Financial
California
$29.4M -$11M -166,011 -28%
Ameriprise
6
Ameriprise
Minnesota
$27.2M -$3.23K -49 -0%
MTC
7
Matrix Trust Company
Colorado
$21M -$566K -8,584 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.3M -$83.5M -1,265,094 -82%
Bank of America
9
Bank of America
North Carolina
$16.8M -$14.5M -220,104 -47%
CFD
10
Creative Financial Designs
Indiana
$16M +$77.8K +1,180 +0.5%
SI
11
Stephens Inc
Arkansas
$14.6M -$6.4M -97,043 -31%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.2M -$3.33M -50,435 -21%
LB
13
Leo Brokerage
Texas
$12.2M +$1.25M +18,920 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.4M -$642K -9,732 -6%
AAS
15
Avantax Advisory Services
Texas
$10.1M +$959K +14,542 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.45M -$14.6M -220,813 -62%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$8.64M +$1.96M +29,749 +31%
KAS
18
Kestra Advisory Services
Texas
$8.1M -$3.99M -60,423 -34%
PS
19
Portfolio Strategies
New York
$7.67M -$50.8K -770 -0.7%
RJA
20
Raymond James & Associates
Florida
$7.33M -$12M -182,077 -63%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.77M -$3.24M -49,163 -33%
AW
22
ACG Wealth
Georgia
$5.14M +$1.44M +21,792 +41%
SAM
23
Summit Asset Management
Tennessee
$5.09M -$105K -1,587 -2%
RA
24
Rodgers & Associates
Pennsylvania
$4.66M +$152K +2,301 +4%
Barclays
25
Barclays
United Kingdom
$4.09M +$758K +11,490 +306%