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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$258M +$254M +3,117,331 New
LPL Financial
2
LPL Financial
California
$189M +$12.6M +154,801 +7%
Ameriprise
3
Ameriprise
Minnesota
$120M -$3.38M -41,402 -3%
Morgan Stanley
4
Morgan Stanley
New York
$86.4M +$2.45M +30,082 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$83M +$2.49M +30,585 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$70.5M +$42.4M +520,460 +157%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$66.6M +$1.89M +23,205 +3%
AWM
8
Avior Wealth Management
Nebraska
$52.6M +$1.71K +21 +0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$51.6M +$820K +10,057 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$42.9M +$9.76M +119,653 +30%
UBS Group
11
UBS Group
Switzerland
$38.4M +$2.09M +25,643 +6%
Bank of America
12
Bank of America
North Carolina
$37.4M +$12.4M +151,487 +50%
Wells Fargo
13
Wells Fargo
California
$35.1M +$1.02M +12,540 +3%
VFG
14
Victory Financial Group
Texas
$34.1M +$2.06M +25,240 +7%
RW
15
Rockport Wealth
Ohio
$33.4M -$69.2K -849 -0.2%
Mariner
16
Mariner
Kansas
$29.9M +$1.41M +17,271 +5%
CPG
17
Cornerstone Planning Group
New Jersey
$29.4M +$564K +6,914 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26M -$5.19M -63,652 -17%
OWM
19
Orgel Wealth Management
Wisconsin
$24M -$464K -5,688 -2%
CFG
20
Cosner Financial Group
Colorado
$22.2M -$389K -4,767 -2%
RA
21
Rodgers & Associates
Pennsylvania
$18.7M +$9.54K +117 +0.1%
EH
22
Equitable Holdings
New York
$17.7M +$790K +9,689 +5%
IWP
23
IAG Wealth Partners
Wisconsin
$17.4M +$1.25M +15,358 +8%
SCM
24
Steele Capital Management
Iowa
$16.7M +$1.27M +15,622 +8%
MTC
25
Matrix Trust Company
Colorado
$16.7M +$1.27M +15,622 +8%