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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$71.2M +$11M +162,282 +18%
Morgan Stanley
2
Morgan Stanley
New York
$62.3M +$1.47M +21,559 +2%
LPL Financial
3
LPL Financial
California
$62.1M -$37.9M -557,362 -38%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$48.9M +$1.59M +23,442 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$44.2M +$1.97M +28,973 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.2M +$1.18M +17,290 +3%
AWM
7
Avior Wealth Management
Nebraska
$35.5M +$10.6M +156,496 +43%
UBS Group
8
UBS Group
Switzerland
$35.1M +$35.2M +518,114 New
AAS
9
Avantax Advisory Services
Texas
$31.2M +$4.21M +61,952 +16%
Wells Fargo
10
Wells Fargo
California
$26.7M -$2.81M -41,292 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.8M -$1.66M -24,466 -7%
OWM
12
Orgel Wealth Management
Wisconsin
$22.8M -$58.3K -857 -0.3%
CFD
13
Creative Financial Designs
Indiana
$19.6M +$336K +4,948 +2%
CPG
14
Cornerstone Planning Group
New Jersey
$19.1M +$1.28M +18,848 +7%
Mariner
15
Mariner
Kansas
$17.3M +$1.17M +17,272 +7%
CFG
16
Cosner Financial Group
Colorado
$16.6M +$168K +2,466 +1%
VFG
17
Victory Financial Group
Texas
$16.3M +$1.68M +24,639 +11%
Bank of America
18
Bank of America
North Carolina
$16.2M +$1.46M +21,411 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.6M +$1.05M +15,393 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15M +$2.55M +37,486 +20%
EH
21
Equitable Holdings
New York
$14.5M +$5.49M +80,779 +60%
RA
22
Rodgers & Associates
Pennsylvania
$14.3M -$23.7K -349 -0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$14.2M +$1.52M +22,345 +12%
MFG
24
Marmo Financial Group
Tennessee
$14M -$37.8K -556 -0.3%
IWP
25
IAG Wealth Partners
Wisconsin
$11.2M +$409K +6,014 +4%