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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$45.6M -$187K -3,095 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$43.4M +$7.81M +129,387 +21%
LPL Financial
3
LPL Financial
California
$39.1M +$2.04M +33,791 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.5M +$2.36M +39,105 +6%
CFD
5
Creative Financial Designs
Indiana
$35M +$924K +15,309 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34M +$1.01M +16,726 +3%
UBS Group
7
UBS Group
Switzerland
$28.3M +$459K +7,604 +2%
Wells Fargo
8
Wells Fargo
California
$25.9M +$1.24M +20,597 +5%
OWM
9
Orgel Wealth Management
Wisconsin
$24.5M +$1.88M +31,114 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.1M +$915K +15,165 +4%
BWL
11
Bogart Wealth LLC
Virginia
$21.1M +$301K +4,987 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.2M +$642K +10,640 +3%
AAS
13
Avantax Advisory Services
Texas
$16.9M +$1.32M +21,812 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.5M +$5.57M +92,339 +52%
FC
15
Forte Capital
New York
$15.4M -$273K -4,532 -2%
CPG
16
Cornerstone Planning Group
New Jersey
$13.3M +$2.25M +37,267 +19%
RA
17
Rodgers & Associates
Pennsylvania
$13.1M -$242K -4,004 -2%
Bank of America
18
Bank of America
North Carolina
$12.4M -$82.5K -1,367 -0.6%
MFG
19
Marmo Financial Group
Tennessee
$11.7M -$86.9K -1,441 -0.7%
Mariner
20
Mariner
Kansas
$10.9M +$1.55M +25,658 +16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.8M +$1.6M +26,558 +16%
MTC
22
Matrix Trust Company
Colorado
$9.67M +$291K +4,827 +3%
CAN
23
Cetera Advisor Networks
California
$9.39M +$2.53M +41,905 +34%
CWM
24
Capital Wealth Management
Rhode Island
$9.09M +$76K +1,259 +0.8%
SCA
25
Scott Capital Advisors
Oregon
$8.41M +$1.5M +24,828 +21%