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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
$171M +$9.09M +122,203 +6%
Ameriprise
2
Ameriprise
Minnesota
$119M -$25.3M -340,900 -19%
Morgan Stanley
3
Morgan Stanley
New York
$81.4M +$3.27M +43,998 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$78M +$2.2M +29,655 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$62.7M +$4.09M +55,009 +8%
AWM
6
Avior Wealth Management
Nebraska
$51M +$1.65M +22,204 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$49.2M +$102K +1,371 +0.2%
AAS
8
Avantax Advisory Services
Texas
$43.4M -$357K -4,803 -0.9%
UBS Group
9
UBS Group
Switzerland
$35.2M -$2.75M -37,013 -8%
Wells Fargo
10
Wells Fargo
California
$33.1M -$13.5M -182,119 -31%
RW
11
Rockport Wealth
Ohio
$32.5M +$30.1M +405,015 New
Osaic Holdings
12
Osaic Holdings
Arizona
$32.3M -$3.82M -51,375 -11%
VFG
13
Victory Financial Group
Texas
$31.1M +$1.61M +21,588 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.3M -$6.79M -91,361 -19%
CPG
15
Cornerstone Planning Group
New Jersey
$28.7M +$1.85M +24,919 +8%
Mariner
16
Mariner
Kansas
$27.6M +$1.7M +22,842 +7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$26.6M +$3.5M +47,045 +17%
Bank of America
18
Bank of America
North Carolina
$24.1M -$2.51M -33,717 -10%
OWM
19
Orgel Wealth Management
Wisconsin
$23.7M -$309K -4,152 -1%
CFG
20
Cosner Financial Group
Colorado
$22M -$184K -2,470 -0.9%
AAP
21
Arax Advisory Partners
Colorado
$20.5M +$5.23M +70,371 +38%
RA
22
Rodgers & Associates
Pennsylvania
$18.1M +$200K +2,687 +1%
EH
23
Equitable Holdings
New York
$16.4M +$720K +9,685 +5%
IWP
24
IAG Wealth Partners
Wisconsin
$15.7M +$806K +10,839 +6%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$15.4M -$1.1M -14,750 -7%