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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWM
351
Lord & Richards Wealth Management
Colorado
$2.14K +$2.29K +30 New
CA
352
Continuum Advisory
Idaho
$1.57K – – –
CPBTD
353
Central Pacific Bank - Trust Division
Hawaii
$1.29K – – –
QCG
354
Quadrant Capital Group
Ohio
$1.15K – – –
WCAMG
355
Woodard & Company Asset Management Group
North Carolina
$987 -$183K -2,399 -99%
FFA
356
Farther Finance Advisors
California
$959 – – –
MBFW
357
Morton Brown Family Wealth
Pennsylvania
$357 – – –
PWM
358
Provident Wealth Management
Tennessee
$71 – – –
AFS
359
Anderson Financial Strategies
Ohio
$71 +$76 +1 New
BIP
360
Bouvel Investment Partners
Pennsylvania
– -$4.61M -61,080 Closed
AT
361
American Trust
Kentucky
– -$3.17M -42,014 Closed
LWL
362
Leo Wealth LLC
Texas
– -$2.9M -38,388 Closed
EP
363
Essential Planning
New Hampshire
– -$2.89M -37,830 Closed
BSG
364
Black Swift Group
Colorado
– -$2.39M -31,700 Closed
TWM
365
Trinity Wealth Management
Pennsylvania
– -$1.33M -17,647 Closed
SA
366
Sanctuary Advisors
Indiana
– -$854K -10,695 Closed
JWCA
367
J.W. Cole Advisors
Florida
– -$763K -10,101 Closed
RW
368
Rockport Wealth
Ohio
– -$693K -9,498 Closed
LWM
369
LongView Wealth Management
Georgia
– -$574K -7,603 Closed
PA
370
Promethium Advisors
Maryland
– -$415K -5,491 Closed
PPW
371
Parcion Private Wealth
Washington
– -$331K -4,377 Closed
VAMG
372
Voisard Asset Management Group
Michigan
– -$309K -4,096 Closed
MWM
373
Modern Wealth Management
Kansas
– -$245K -3,241 Closed
IAA
374
Independent Advisor Alliance
North Carolina
– -$224K -2,959 Closed
Focus Partners Wealth
375
Focus Partners Wealth
Massachusetts
– -$220K -2,918 Closed