We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$32.6M +$703K +12,343 +2%
LPL Financial
2
LPL Financial
California
$30.8M -$403K -7,073 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.2M +$3.77M +66,178 +15%
Wells Fargo
4
Wells Fargo
California
$24.2M -$10.6M -186,019 -29%
Morgan Stanley
5
Morgan Stanley
New York
$22.6M -$1.18M -20,784 -5%
BWL
6
Bogart Wealth LLC
Virginia
$19.7M +$1.57M +27,600 +8%
Ameriprise
7
Ameriprise
Minnesota
$18.9M +$2.93M +51,466 +16%
FHA
8
First Horizon Advisors
Tennessee
$18.1M +$19.8M +346,959 +16,908%
OWM
9
Orgel Wealth Management
Wisconsin
$16.7M +$18.4M +322,377 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.6M -$3.65M -64,060 -21%
CFD
11
Creative Financial Designs
Indiana
$11.9M -$2.85M -50,136 -18%
Bank of America
12
Bank of America
North Carolina
$11.4M +$418K +7,351 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.2M -$279K -4,906 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.75M -$218K -3,824 -2%
MTC
15
Matrix Trust Company
Colorado
$8.48M -$277K -4,865 -3%
AAS
16
Avantax Advisory Services
Texas
$8.16M -$412K -7,231 -4%
RA
17
Rodgers & Associates
Pennsylvania
$7.79M +$4.28M +75,269 +101%
E
18
ETFidea
New York
$6.55M +$6.77K +119 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.52M +$998K +17,527 +16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.09M -$661K -11,605 -9%
PS
21
Portfolio Strategies
New York
$5.5M -$39.7K -698 -0.7%
RJA
22
Raymond James & Associates
Florida
$4.68M +$22.3K +391 +0.4%
CWM
23
Capital Wealth Management
Rhode Island
$4.36M +$1.41M +24,852 +42%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.26M +$45.4K +797 +1%
FA
25
Fermata Advisors
California
$3.99M +$1.96M +34,404 +81%