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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$104M +$41.3M +620,381 +73%
Morgan Stanley
2
Morgan Stanley
New York
$63.5M +$3.36M +50,495 +6%
Ameriprise
3
Ameriprise
Minnesota
$62.7M +$580K +8,701 +1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.4M +$604K +9,076 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$44.1M +$795K +11,930 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.7M +$913K +13,705 +3%
Wells Fargo
7
Wells Fargo
California
$30.7M -$1.6M -24,092 -5%
AAS
8
Avantax Advisory Services
Texas
$28.1M +$4.39M +65,978 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26.5M +$533K +8,007 +2%
AWM
10
Avior Wealth Management
Nebraska
$25.9M +$12.6M +189,430 +107%
OWM
11
Orgel Wealth Management
Wisconsin
$23.9M -$5.11M -76,777 -19%
CFD
12
Creative Financial Designs
Indiana
$20.1M -$21.9M -329,214 -54%
FC
13
Forte Capital
New York
$19.2M +$113K +1,704 +0.6%
CPG
14
Cornerstone Planning Group
New Jersey
$18.5M +$1.1M +16,574 +6%
CFG
15
Cosner Financial Group
Colorado
$17.2M +$896K +13,449 +6%
Mariner
16
Mariner
Kansas
$16.8M +$1.6M +24,094 +11%
CCWM
17
Correct Capital Wealth Management
Missouri
$16.3M -$211K -3,173 -1%
Bank of America
18
Bank of America
North Carolina
$15.4M +$697K +10,466 +5%
VFG
19
Victory Financial Group
Texas
$15.3M +$2.3M +34,583 +19%
Osaic Holdings
20
Osaic Holdings
Arizona
$15.2M -$5.68M -85,253 -28%
RA
21
Rodgers & Associates
Pennsylvania
$14.9M -$734K -11,025 -5%
MFG
22
Marmo Financial Group
Tennessee
$14.7M +$568K +8,534 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.2M +$11.3M +169,195 +947%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13M -$1.34M -20,074 -10%
SCM
25
Steele Capital Management
Iowa
$11.7M -$276K -4,141 -2%