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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
$246M -$2.96M -36,395 -1%
LPL Financial
2
LPL Financial
California
$195M +$13M +160,038 +7%
Morgan Stanley
3
Morgan Stanley
New York
$91.8M +$8.5M +104,588 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$77.3M -$2.86M -35,182 -4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$73.2M +$5.28M +64,943 +8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$67.2M +$2.96M +36,460 +5%
Ameriprise
7
Ameriprise
Minnesota
$64.7M -$51.7M -636,331 -44%
AWM
8
Avior Wealth Management
Nebraska
$50M -$775K -9,538 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$45M -$4.93M -60,714 -10%
Bank of America
10
Bank of America
North Carolina
$44.1M +$8.09M +99,597 +22%
Osaic Holdings
11
Osaic Holdings
Arizona
$37.7M -$4.02M -49,427 -9%
Mariner
12
Mariner
Kansas
$36M +$7.25M +89,224 +25%
UBS Group
13
UBS Group
Switzerland
$34.6M -$2.57M -31,636 -7%
VFG
14
Victory Financial Group
Texas
$33.6M +$717K +8,822 +2%
Wells Fargo
15
Wells Fargo
California
$33.5M -$424K -5,211 -1%
RW
16
Rockport Wealth
Ohio
$32.1M -$151K -1,863 -0.5%
CPG
17
Cornerstone Planning Group
New Jersey
$29.4M -$707K -8,693 -2%
OWM
18
Orgel Wealth Management
Wisconsin
$23.3M +$82.8K +1,019 +0.4%
AAP
19
Arax Advisory Partners
Colorado
$21.8M +$22.2M +273,141 New
CFG
20
Cosner Financial Group
Colorado
$21.6M +$151K +1,864 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$21.6M -$3.53M -43,382 -14%
RA
22
Rodgers & Associates
Pennsylvania
$18.5M +$424K +5,223 +2%
IWP
23
IAG Wealth Partners
Wisconsin
$17.9M +$1.06M +13,101 +6%
EH
24
Equitable Holdings
New York
$16.7M -$473K -5,816 -3%
SCM
25
Steele Capital Management
Iowa
$16.2M +$121K +1,484 +0.7%