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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
$237M -$6.13M -74,831 -2%
LPL Financial
2
LPL Financial
California
$205M +$12.7M +155,028 +6%
Morgan Stanley
3
Morgan Stanley
New York
$101M +$10.7M +130,101 +11%
Raymond James Financial
4
Raymond James Financial
Florida
$80.6M +$4.51M +55,074 +6%
Ameriprise
5
Ameriprise
Minnesota
$74.5M +$9.92M +121,088 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$74.3M +$2.18M +26,636 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$65.2M -$1.15M -14,071 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$45.2M +$890K +10,867 +2%
Bank of America
9
Bank of America
North Carolina
$44.7M +$1.28M +15,572 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$38.2M +$973K +11,873 +3%
Mariner
11
Mariner
Kansas
$37.6M +$2.15M +26,199 +6%
UBS Group
12
UBS Group
Switzerland
$35.3M +$1.26M +15,395 +4%
AWM
13
Avior Wealth Management
Nebraska
$35.1M -$14.7M -179,614 -29%
CPG
14
Cornerstone Planning Group
New Jersey
$34.3M +$2.47M +30,185 +9%
VFG
15
Victory Financial Group
Texas
$34M +$876K +10,694 +3%
Wells Fargo
16
Wells Fargo
California
$32.6M -$469K -5,720 -1%
OWM
17
Orgel Wealth Management
Wisconsin
$23M +$31.1K +380 +0.1%
AAP
18
Arax Advisory Partners
Colorado
$22.8M +$1.32M +16,153 +6%
CFG
19
Cosner Financial Group
Colorado
$21.5M +$247K +3,021 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21.2M -$72.4K -884 -0.3%
BWA
21
Beam Wealth Advisors
Louisiana
$20.5M +$17.9M +219,053 +530%
EA
22
Eclectic Associates
California
$19.6M +$3.93M +48,033 +24%
RA
23
Rodgers & Associates
Pennsylvania
$19.2M +$1.05M +12,860 +6%
IWP
24
IAG Wealth Partners
Wisconsin
$18.1M +$507K +6,192 +3%
CWM
25
Capital Wealth Management
Rhode Island
$17.9M +$2.31M +28,238 +14%