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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
$144M +$62.6M +821,692 +69%
Ameriprise
2
Ameriprise
Minnesota
$131M +$33.1M +434,630 +31%
Morgan Stanley
3
Morgan Stanley
New York
$69.3M +$4.31M +56,568 +6%
Raymond James Financial
4
Raymond James Financial
Florida
$67.4M +$2.98M +39,160 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$51.9M +$6.76M +88,738 +14%
AWM
6
Avior Wealth Management
Nebraska
$43.8M +$4.2M +55,065 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$43.7M +$192K +2,517 +0.4%
Wells Fargo
8
Wells Fargo
California
$42.4M +$1.66M +21,849 +4%
AAS
9
Avantax Advisory Services
Texas
$39M +$447K +5,869 +1%
AI
10
AdvisorShares Investments
Maryland
$38.6M -$696K -9,128 -2%
UBS Group
11
UBS Group
Switzerland
$34M -$46.2K -606 -0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33.5M +$2.24M +29,371 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$32.4M -$8.62M -113,108 -20%
VFG
14
Victory Financial Group
Texas
$26.1M +$3.6M +47,292 +15%
Bank of America
15
Bank of America
North Carolina
$23.9M -$989K -12,984 -4%
Mariner
16
Mariner
Kansas
$23M +$3.82M +50,070 +18%
CPG
17
Cornerstone Planning Group
New Jersey
$22.9M +$1.38M +18,087 +6%
OWM
18
Orgel Wealth Management
Wisconsin
$21.4M -$931K -12,214 -4%
CFD
19
Creative Financial Designs
Indiana
$20.9M +$366K +4,804 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$20.3M +$2.13M +27,911 +11%
CFG
21
Cosner Financial Group
Colorado
$19.7M +$1.7M +22,245 +9%
RA
22
Rodgers & Associates
Pennsylvania
$16M +$301K +3,945 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$5.75M +75,488 +57%
EH
24
Equitable Holdings
New York
$13.9M +$4.2M +55,074 +39%
AAP
25
Arax Advisory Partners
Colorado
$13.2M +$1.71M +22,465 +14%