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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
$44.1M -$1.54M -21,801 -3%
UBS Group
2
UBS Group
Switzerland
$37.1M -$753K -10,667 -2%
LPL Financial
3
LPL Financial
California
$33.2M +$3.95M +55,914 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.9M -$609K -8,621 -2%
Morgan Stanley
5
Morgan Stanley
New York
$30M -$518K -7,328 -2%
Ameriprise
6
Ameriprise
Minnesota
$29.1M +$1.91M +27,111 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$22.4M +$3.22M +45,654 +16%
CFD
8
Creative Financial Designs
Indiana
$18.6M +$2.63M +37,274 +16%
Bank of America
9
Bank of America
North Carolina
$16.8M +$41.5K +587 +0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.9M +$5.63M +79,741 +58%
SI
11
Stephens Inc
Arkansas
$14.2M -$448K -6,338 -3%
LB
12
Leo Brokerage
Texas
$12.3M +$88.8K +1,257 +0.7%
RWA
13
Redhawk Wealth Advisors
Minnesota
$12M +$12.3M +174,462 New
MTC
14
Matrix Trust Company
Colorado
$11.9M -$9.34M -132,205 -43%
Osaic Holdings
15
Osaic Holdings
Arizona
$11M -$2.2M -31,193 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.8M -$610K -8,636 -5%
AAS
17
Avantax Advisory Services
Texas
$10.3M +$251K +3,559 +2%
AIP
18
Almanack Investment Partners
Pennsylvania
$9.01M +$9.24M +130,781 New
FTS
19
Fifth Third Securities
Ohio
$8.8M +$9.03M +127,813 New
KAS
20
Kestra Advisory Services
Texas
$8.14M +$47.8K +677 +0.6%
PS
21
Portfolio Strategies
New York
$7.63M -$34K -481 -0.4%
RJA
22
Raymond James & Associates
Florida
$7.52M +$200K +2,834 +3%
SA
23
Stewardship Advisors
Pennsylvania
$7.28M +$3.57M +50,604 +92%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$7M -$1.68M -23,836 -19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.96M +$200K +2,831 +3%