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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$48.9M +$265K +4,616 +0.6%
LPL Financial
2
LPL Financial
California
$39.7M +$3.92M +68,306 +12%
Morgan Stanley
3
Morgan Stanley
New York
$38.4M +$3.1M +53,967 +9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.7M +$1.78M +31,017 +5%
CFD
5
Creative Financial Designs
Indiana
$36.4M +$14.9M +260,266 +77%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$35.2M -$3.69M -64,385 -10%
UBS Group
7
UBS Group
Switzerland
$29.7M -$1.54M -26,871 -5%
Wells Fargo
8
Wells Fargo
California
$26.4M -$3.71M -64,651 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$24.8M +$436K +7,605 +2%
OWM
10
Orgel Wealth Management
Wisconsin
$24.2M +$520K +9,072 +2%
BWL
11
Bogart Wealth LLC
Virginia
$22.3M +$968K +16,874 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.9M +$2.13M +37,115 +12%
FC
13
Forte Capital
New York
$16.8M +$255K +4,453 +2%
AAS
14
Avantax Advisory Services
Texas
$16.6M +$1.54M +26,920 +11%
RA
15
Rodgers & Associates
Pennsylvania
$14.2M +$233K +4,070 +2%
Bank of America
16
Bank of America
North Carolina
$13.3M +$3.42M +59,633 +38%
EH
17
Equitable Holdings
New York
$12.7M +$283K +4,936 +2%
MFG
18
Marmo Financial Group
Tennessee
$12.5M +$604K +10,537 +5%
CPG
19
Cornerstone Planning Group
New Jersey
$11.9M +$11.2M +194,674 New
Osaic Holdings
20
Osaic Holdings
Arizona
$10.9M -$1.52M -26,497 -13%
MTC
21
Matrix Trust Company
Colorado
$10M +$66.1K +1,152 +0.7%
Mariner
22
Mariner
Kansas
$10M +$792K +13,811 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.86M -$441K -7,694 -5%
CWM
24
Capital Wealth Management
Rhode Island
$9.62M +$174K +3,032 +2%
E
25
ETFidea
New York
$7.52M -$140K -2,441 -2%