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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$105M +$14M +182,639 +15%
LPL Financial
2
LPL Financial
California
$89.8M +$15.5M +203,055 +21%
Morgan Stanley
3
Morgan Stanley
New York
$69M +$9.23M +120,619 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$68.3M +$69.2M +903,777 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.2M +$2.64M +34,559 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$46.1M +$10.7M +140,171 +30%
Wells Fargo
7
Wells Fargo
California
$43.2M +$14.2M +185,435 +48%
Osaic Holdings
8
Osaic Holdings
Arizona
$42.8M +$23.8M +311,685 +122%
AWM
9
Avior Wealth Management
Nebraska
$42.1M +$770K +10,058 +2%
AI
10
AdvisorShares Investments
Maryland
$41.3M +$41.8M +546,730 New
AAS
11
Avantax Advisory Services
Texas
$40.8M +$3.01M +39,345 +8%
UBS Group
12
UBS Group
Switzerland
$36M +$2.93M +38,232 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.2M +$6.46M +84,462 +24%
Bank of America
14
Bank of America
North Carolina
$26.3M +$6.53M +85,328 +33%
CPG
15
Cornerstone Planning Group
New Jersey
$24.5M +$71.5K +934 +0.3%
VFG
16
Victory Financial Group
Texas
$24M +$24.4M +318,341 New
OWM
17
Orgel Wealth Management
Wisconsin
$23.6M -$816K -10,669 -3%
CFD
18
Creative Financial Designs
Indiana
$21.7M +$492K +6,431 +2%
Mariner
19
Mariner
Kansas
$20.5M +$341K +4,452 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$19.4M +$1.25M +16,316 +7%
CFG
21
Cosner Financial Group
Colorado
$19.2M +$735K +9,607 +4%
RA
22
Rodgers & Associates
Pennsylvania
$16.6M -$35.1K -459 -0.2%
PAG
23
Private Advisor Group
New Jersey
$16M +$8.12M +106,145 +101%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$15.7M -$1.24M -16,178 -7%
SCM
25
Steele Capital Management
Iowa
$13.9M -$120K -1,562 -0.8%