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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Portfolio Strategies
New York
$298K +$288K +7,128 New
ASN
52
Advisory Services Network
Georgia
$291K +$269K +6,672 +2,471%
PSF
53
Pacific Sun Financial
California
$291K +$280K +6,930 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$279K -$33.9K -840 -11%
IWM
55
IHT Wealth Management
Illinois
$276K +$22.8K +564 +9%
IDA
56
Intelligence Driven Advisers
California
$249K -$414K -10,272 -63%
TWM
57
Titus Wealth Management
California
$245K +$236K +5,850 New
FFN
58
Focus Financial Network
Minnesota
$226K -$8.23K -204 -4%
AEPG
59
American Economic Planning Group
New Jersey
$211K -$14.3K -354 -7%
RJT
60
Raymond James Trust
Florida
$208K +$200K +4,950 New
HFA
61
High Falls Advisors
New York
$201K +$194K +4,800 New
BAMG
62
Brand Asset Management Group
Missouri
$186K
DAM
63
Delta Asset Management
Tennessee
$141K
WIM
64
Westside Investment Management
California
$125K +$121K +3,000 New
FHA
65
First Horizon Advisors
Tennessee
$124K +$5.33K +132 +5%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$122K
SJIM
67
St. Johns Investment Management
Florida
$117K
APA
68
American Portfolios Advisors
New York
$102K
US Bancorp
69
US Bancorp
Minnesota
$98K
CAL
70
Capital Advisors Ltd
Ohio
$79K
IF
71
Ironwood Financial
Arizona
$67K
UBS AM
72
UBS AM
Illinois
$61.6K
TL
73
TrueWealth LLC
Georgia
$54K -$10.2K -252 -16%
JP Morgan Chase
74
JP Morgan Chase
New York
$50K
GEA
75
Glen Eagle Advisors
New Jersey
$45.3K