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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$607K +$708 +12 +0.1%
CA
102
Cetera Advisors
Colorado
$595K +$29.7K +504 +6%
HighTower Advisors
103
HighTower Advisors
Illinois
$587K -$35.1K -594 -6%
AF
104
AtlasMark Financial
Texas
$574K
IA
105
IFP Advisors
Florida
$559K +$126K +2,130 +32%
Truist Financial
106
Truist Financial
North Carolina
$550K +$203K +3,438 +66%
Prudential Financial
107
Prudential Financial
New Jersey
$545K +$89.2K +1,512 +21%
MIM
108
MTM Investment Management
South Carolina
$531K +$491K +8,328 New
NL
109
NWAM LLC
Washington
$529K +$489K +8,292 New
ASN
110
Advisory Services Network
Georgia
$520K +$1.77K +30 +0.4%
TPCW
111
TD Private Client Wealth
New York
$477K +$216K +3,660 +96%
FWP
112
Falcon Wealth Planning
California
$475K +$440K +7,458 New
PFS
113
Prospera Financial Services
Texas
$439K +$324K +5,496 +395%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$437K +$708 +12 +0.2%
CAM
115
Cresset Asset Management
Illinois
$425K
RM
116
Resource Management
Louisiana
$402K
WOSD
117
WFA of San Diego
California
$382K +$53.1K +900 New
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$354K +$328K +5,556 New
GRP
119
Global Retirement Partners
California
$351K +$93.1K +1,578 +40%
TWM
120
Titus Wealth Management
California
$344K
MAFM
121
Mid Atlantic Financial Management
Pennsylvania
$332K +$14.5K +246 +5%
CS
122
Comerica Securities
Michigan
$327K +$69K +1,170 +30%
EIP
123
Ellis Investment Partners
Pennsylvania
$320K
PA
124
Pinnacle Associates
New York
$312K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$307K +$29.4K +498 +12%