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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$460K +$149K +3,570 +44%
GIA
52
Gladstone Institutional Advisory
Florida
$447K -$206K -4,950 -31%
SPC
53
Sigma Planning Corp
Michigan
$415K -$250 -6 -0.1%
PI
54
Parkside Investments
Illinois
$409K +$420K +10,074 New
NA
55
NewEdge Advisors
Louisiana
$396K +$407K +9,756 New
CAM
56
Cresset Asset Management
Illinois
$379K +$389K +9,330 New
AF
57
AtlasMark Financial
Texas
$365K +$375K +9,000 New
Citigroup
58
Citigroup
New York
$344K +$2.25K +54 +0.6%
CWM
59
Connecticut Wealth Management
Connecticut
$313K +$25K +600 +8%
EIP
60
Ellis Investment Partners
Pennsylvania
$297K +$250 +6 +0.1%
ASN
61
Advisory Services Network
Georgia
$291K
PSF
62
Pacific Sun Financial
California
$281K
IWM
63
IHT Wealth Management
Illinois
$279K +$12.3K +294 +4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$273K -$16.3K -390 -5%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$265K -$5.01K -120 -2%
TWM
66
Titus Wealth Management
California
$237K
FFN
67
Focus Financial Network
Minnesota
$219K
AWA
68
Arete Wealth Advisors
Illinois
$213K +$219K +5,238 New
CWM
69
Capital Wealth Management
Rhode Island
$204K +$210K +5,028 New
BAMG
70
Brand Asset Management Group
Missouri
$180K
DAM
71
Delta Asset Management
Tennessee
$136K
FHA
72
First Horizon Advisors
Tennessee
$120K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$118K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$117K +$83.4K +1,998 +228%
SJIM
75
St. Johns Investment Management
Florida
$113K