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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$980K -$30.9K -702 -3%
SS
52
Simplicity Solutions
Minnesota
$975K -$11.6K -264 -1%
AWA
53
Arete Wealth Advisors
Illinois
$945K +$532K +12,072 +166%
HIA
54
Harbor Investment Advisory
Maryland
$927K -$26.4K -600 -3%
TRCT
55
Tower Research Capital (TRC)
New York
$896K -$1.74M -39,468 -68%
KFA
56
Kays Financial Advisory
Georgia
$785K -$2.38K -54 -0.3%
CWM
57
Capital Wealth Management
Rhode Island
$777K -$72.9K -1,656 -9%
BWA
58
Beam Wealth Advisors
Louisiana
$750K +$657K +14,916 New
FSC
59
Full Sail Capital
Oklahoma
$728K -$6.34K -144 -1%
BAM
60
Belpointe Asset Management
Nevada
$688K +$620K +14,082 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$630K +$93K +2,112 +20%
HighTower Advisors
62
HighTower Advisors
Illinois
$612K
Citigroup
63
Citigroup
New York
$561K +$109K +2,466 +27%
CF
64
Centaurus Financial
California
$549K +$495K +11,244 New
PA
65
PFG Advisors
Arizona
$545K +$228K +5,172 +93%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$501K +$177K +4,026 +65%
WWM
67
Western Wealth Management
Colorado
$498K +$39.4K +894 +10%
WWM
68
Windsor Wealth Management
Indiana
$483K +$435K +9,876 New
NCM
69
Niemann Capital Management
Nevada
$454K +$409K +9,294 New
OIA
70
OneDigital Investment Advisors
Kansas
$448K +$403K +9,162 New
IWM
71
IHT Wealth Management
Illinois
$443K +$83K +1,884 +26%
AF
72
AtlasMark Financial
Texas
$440K
NL
73
NWAM LLC
Washington
$405K +$365K +8,292 New
CA
74
Cetera Advisors
Colorado
$397K +$86.1K +1,956 +32%
IFG
75
Independent Financial Group
California
$376K +$12.2K +276 +4%