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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$9K
WT
102
Whittier Trust
California
$9K
William Blair & Company
103
William Blair & Company
Illinois
$8K
SF
104
Synovus Financial
Georgia
$8K +$9.67K +228 New
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.63K
KFI
106
Key Financial Inc
Pennsylvania
$4K +$4.07K +96 New
FHA
107
Flagship Harbor Advisors
Massachusetts
$3K -$5.09K -120 -57%
GRP
108
Global Retirement Partners
California
$3K
PA
109
Parallel Advisors
California
$3K
S
110
SignatureFD
Georgia
$2K -$95.4K -2,250 -97%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$2K
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$2K
PP
113
PrairieView Partners
Minnesota
$2K +$1.78K +42 New
WIM
114
Westside Investment Management
California
$109 +$127K +3,000 New
BSAM
115
Blue Sky Asset Management
Colorado
-$2.66M -60,636 Closed
JWCA
116
J.W. Cole Advisors
Florida
-$1.65M -37,608 Closed
ACP
117
Aveo Capital Partners
Colorado
-$558K -12,732 Closed
WP
118
WealthSource Partners
California
-$536K -12,240 Closed
MWM
119
Meridian Wealth Management
Kentucky
-$504K -11,508 Closed
LFS
120
Legacy Financial Strategies
Kansas
-$482K -10,998 Closed
VFA
121
Voya Financial Advisors
Connecticut
-$475K -10,884 Closed
CA
122
Calton & Associates
Florida
-$419K -9,558 Closed
LAS
123
Lloyd Advisory Services
Georgia
-$364K -8,292 Closed
AI
124
Atria Investments
North Carolina
-$339K -7,728 Closed
GIA
125
Gladstone Institutional Advisory
Florida
-$257K -5,868 Closed