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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1
MGO One Seven
Ohio
$38.4M +$5.89M +105,705 New
Ameriprise
2
Ameriprise
Minnesota
$29.3M +$12.1M +217,544 +60%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$28.3M +507,016 +1,434%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.1M +$16.4M +293,563 +121%
Wells Fargo
5
Wells Fargo
California
$26.6M +$3.47M +62,239 +13%
Morgan Stanley
6
Morgan Stanley
New York
$25.8M +$4.3M +77,040 +18%
LPL Financial
7
LPL Financial
California
$25.2M -$5.11M -91,694 -15%
UBS Group
8
UBS Group
Switzerland
$25.1M -$7.15M -128,170 -20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22M -$3.79M -67,906 -13%
BWL
10
Bogart Wealth LLC
Virginia
$21.6M +$2.77M +49,596 +13%
CFD
11
Creative Financial Designs
Indiana
$14.9M +$3.75M +67,323 +30%
OWM
12
Orgel Wealth Management
Wisconsin
$12.5M -$4.13M -73,991 -23%
FHA
13
First Horizon Advisors
Tennessee
$11.6M -$6.61M -118,585 -34%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.2M +$1.46M +26,151 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.64M +$4.13M +74,139 +63%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.08M +$657K +11,783 +7%
EH
17
Equitable Holdings
New York
$8.79M +$5.98M +107,256 +160%
RA
18
Rodgers & Associates
Pennsylvania
$8.47M +$1.02M +18,306 +12%
AAS
19
Avantax Advisory Services
Texas
$8.25M +$371K +6,648 +4%
MTC
20
Matrix Trust Company
Colorado
$8.1M -$138K -2,481 -2%
Bank of America
21
Bank of America
North Carolina
$7.96M -$3.44M -61,721 -28%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$7.63M +$8.44M +151,420 New
E
23
ETFidea
New York
$6.34M -$6.64K -119 -0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.68M -$712K -12,774 -10%
PS
25
Portfolio Strategies
New York
$5.19M -$146K -2,610 -2%