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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$45.9M -$4.53M -79,191 -9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37M +$1.22M +21,349 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$33.8M +$1.53M +26,745 +5%
LPL Financial
4
LPL Financial
California
$33.6M +$4.04M +70,625 +14%
Morgan Stanley
5
Morgan Stanley
New York
$33.2M +$9.54M +166,863 +41%
UBS Group
6
UBS Group
Switzerland
$29.6M -$2.34M -40,956 -7%
Wells Fargo
7
Wells Fargo
California
$28.6M -$663K -11,599 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22.9M -$974K -17,035 -4%
OWM
9
Orgel Wealth Management
Wisconsin
$22.4M +$906K +15,848 +4%
BWL
10
Bogart Wealth LLC
Virginia
$20M -$6.21M -108,647 -24%
CFD
11
Creative Financial Designs
Indiana
$19.4M +$598K +10,465 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.6M +$953K +16,665 +6%
FC
13
Forte Capital
New York
$15.6M +$4.12M +72,003 +36%
AAS
14
Avantax Advisory Services
Texas
$14.2M +$3.98M +69,670 +39%
RA
15
Rodgers & Associates
Pennsylvania
$13.2M +$2.31M +40,341 +21%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.8M -$5.1M -89,235 -30%
EH
17
Equitable Holdings
New York
$11.7M +$139K +2,434 +1%
MFG
18
Marmo Financial Group
Tennessee
$11.2M +$11.2M +195,080 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.75M +$255K +4,453 +3%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$9.45M +$455K +7,955 +5%
MTC
21
Matrix Trust Company
Colorado
$9.4M +$173K +3,024 +2%
Bank of America
22
Bank of America
North Carolina
$9.1M +$1.43M +25,058 +19%
CWM
23
Capital Wealth Management
Rhode Island
$8.91M +$2.94M +51,515 +50%
Mariner
24
Mariner
Kansas
$8.66M -$594K -10,393 -6%
E
25
ETFidea
New York
$7.25M