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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$63.2M +$57.5M +979,280 +130,571%
Ameriprise
2
Ameriprise
Minnesota
$56.7M +$4.74M +80,602 +10%
LPL Financial
3
LPL Financial
California
$55M +$9.92M +168,919 +25%
Morgan Stanley
4
Morgan Stanley
New York
$54.7M +$5.17M +88,018 +12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.4M +$1.88M +32,054 +5%
CFD
6
Creative Financial Designs
Indiana
$39.5M +$16.8K +286 +0%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$39.4M +$956K +16,277 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$34.4M +$6.58M +111,936 +27%
UBS Group
9
UBS Group
Switzerland
$32.1M +$119K +2,018 +0.4%
Wells Fargo
10
Wells Fargo
California
$29.6M +$325K +5,528 +1%
OWM
11
Orgel Wealth Management
Wisconsin
$26.7M -$841K -14,316 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.7M +$804K +13,684 +4%
AAS
13
Avantax Advisory Services
Texas
$21.4M +$2.19M +37,234 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$19.4M +$1.75M +29,756 +11%
FC
15
Forte Capital
New York
$17.4M -$17.9K -304 -0.1%
CPG
16
Cornerstone Planning Group
New Jersey
$16.6M +$1.48M +25,256 +11%
CFG
17
Cosner Financial Group
Colorado
$15.4M +$4.83M +82,239 +56%
CCWM
18
Correct Capital Wealth Management
Missouri
$15.1M +$13.8M +234,374 New
RA
19
Rodgers & Associates
Pennsylvania
$14.3M -$410K -6,982 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.3M +$5.9M +100,485 +83%
Mariner
21
Mariner
Kansas
$13.8M +$1.41M +24,018 +13%
Bank of America
22
Bank of America
North Carolina
$13.3M -$549K -9,348 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.2M +$936K +15,927 +8%
MFG
24
Marmo Financial Group
Tennessee
$12.8M -$289K -4,915 -2%
VFG
25
Victory Financial Group
Texas
$11.7M +$10.7M +181,994 New