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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
$47.6M +$746K +10,257 +2%
UBS Group
2
UBS Group
Switzerland
$40.5M +$980K +13,471 +2%
Morgan Stanley
3
Morgan Stanley
New York
$40.3M +$8.35M +114,824 +26%
Ameriprise
4
Ameriprise
Minnesota
$39.7M +$8.88M +122,109 +29%
LPL Financial
5
LPL Financial
California
$37.3M +$1.96M +26,888 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$34.3M +$355K +4,887 +1%
EF
7
Empowered Funds
Pennsylvania
$26.7M +$26.5M +364,388 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.9M -$951K -13,077 -4%
CFD
9
Creative Financial Designs
Indiana
$20M +$288K +3,960 +1%
SI
10
Stephens Inc
Arkansas
$16.3M +$1.25M +17,136 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M +$380K +5,223 +2%
Bank of America
12
Bank of America
North Carolina
$15.3M -$2.59M -35,599 -15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.2M +$1.69M +23,255 +15%
RWA
14
Redhawk Wealth Advisors
Minnesota
$13.1M +$305K +4,192 +2%
MTC
15
Matrix Trust Company
Colorado
$12.6M -$46.5K -639 -0.4%
AAS
16
Avantax Advisory Services
Texas
$11.6M +$623K +8,564 +6%
KAS
17
Kestra Advisory Services
Texas
$11.4M +$2.69M +37,052 +31%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.1M -$620K -8,531 -5%
FTS
19
Fifth Third Securities
Ohio
$9.87M +$500K +6,878 +5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9.69M +$9.62M +132,344 New
E
21
ETFidea
New York
$9.29M +$9.22M +126,798 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$8.56M +$1.12M +15,373 +15%
SA
23
Stewardship Advisors
Pennsylvania
$8.33M +$590K +8,108 +8%
PS
24
Portfolio Strategies
New York
$8.07M -$52.4K -721 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.52M +$114K +1,573 +2%