We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.9M +$158K +2,448 +0.4%
UBS Group
2
UBS Group
Switzerland
$39.5M +$3.99M +61,936 +11%
LPL Financial
3
LPL Financial
California
$38.5M +$5.8M +90,136 +18%
Morgan Stanley
4
Morgan Stanley
New York
$29.3M -$6.02M -93,424 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.1M -$1.99M -30,901 -7%
BWL
6
Bogart Wealth LLC
Virginia
$22.6M +$22.6M +350,917 +2,506,550%
Ameriprise
7
Ameriprise
Minnesota
$20.1M -$14.9M -230,876 -42%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.8M -$322K -4,994 -2%
CFD
9
Creative Financial Designs
Indiana
$17.9M +$297K +4,615 +2%
Bank of America
10
Bank of America
North Carolina
$13.7M +$260K +4,044 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.9M +$3.16M +49,084 +32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.1M -$515K -7,992 -4%
MTC
13
Matrix Trust Company
Colorado
$10.8M -$231K -3,592 -2%
AAS
14
Avantax Advisory Services
Texas
$10.6M +$369K +5,727 +4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$9.5M +$996K +15,463 +12%
AWM
16
AE Wealth Management
Kansas
$9.11M +$7.74M +120,147 +557%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$9M +$6.09M +94,626 +209%
AIP
18
Almanack Investment Partners
Pennsylvania
$8.68M +$8.7M +135,057 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.29M -$6M -93,181 -42%
E
20
ETFidea
New York
$8.09M -$58K -900 -0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.94M +$343K +5,331 +5%
PS
22
Portfolio Strategies
New York
$6.83M -$229K -3,561 -3%
KAS
23
Kestra Advisory Services
Texas
$6.23M -$3.76M -58,444 -38%
RJA
24
Raymond James & Associates
Florida
$5.77M -$433K -6,727 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.22M +$956K +14,850 +22%