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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Aveo Capital Partners
Colorado
$558K +$534K +12,732 New
HighTower Advisors
52
HighTower Advisors
Illinois
$552K
WP
53
WealthSource Partners
California
$536K +$513K +12,240 New
MML Investors Services
54
MML Investors Services
Massachusetts
$518K -$2.87M -68,388 -85%
MWM
55
Meridian Wealth Management
Kentucky
$504K +$5.03K +120 +1%
Citigroup
56
Citigroup
New York
$500K +$123K +2,922 +34%
LFS
57
Legacy Financial Strategies
Kansas
$482K +$461K +10,998 New
SG
58
StoneX Group
New York
$480K +$459K +10,950 New
VFA
59
Voya Financial Advisors
Connecticut
$475K -$1.63M -38,838 -78%
SPC
60
Sigma Planning Corp
Michigan
$448K
PI
61
Parkside Investments
Illinois
$441K
CA
62
Calton & Associates
Florida
$419K -$650K -15,486 -62%
CAM
63
Cresset Asset Management
Illinois
$409K
WWM
64
Western Wealth Management
Colorado
$407K -$1.23M -29,340 -76%
AF
65
AtlasMark Financial
Texas
$394K
LAS
66
Lloyd Advisory Services
Georgia
$364K +$348K +8,292 New
AI
67
Atria Investments
North Carolina
$339K +$324K +7,728 New
CWM
68
Connecticut Wealth Management
Connecticut
$338K
ASN
69
Advisory Services Network
Georgia
$335K +$28.9K +690 +10%
CWM
70
Capital Wealth Management
Rhode Island
$323K +$97.9K +2,334 +46%
IWM
71
IHT Wealth Management
Illinois
$321K +$19.1K +456 +7%
PSF
72
Pacific Sun Financial
California
$304K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$296K +$503 +12 +0.2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$287K
GIA
75
Gladstone Institutional Advisory
Florida
$257K -$216K -5,142 -47%