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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$604K +$16.3K +252 +3%
SPIA
102
Steward Partners Investment Advisory
New York
$601K +$577K +8,916 +1,443%
IFG
103
Independent Financial Group
California
$601K
IWM
104
IHT Wealth Management
Illinois
$590K -$50.5K -780 -8%
AF
105
AtlasMark Financial
Texas
$567K
GRP
106
Global Retirement Partners
California
$556K +$215K +3,318 +60%
FLI
107
Family Legacy Inc
South Carolina
$556K +$571K +8,814 New
HighTower Advisors
108
HighTower Advisors
Illinois
$543K -$40K -618 -7%
TPCW
109
TD Private Client Wealth
New York
$543K +$72.7K +1,122 +15%
NL
110
NWAM LLC
Washington
$527K +$4.66K +72 +0.9%
TWM
111
Trinity Wealth Management
Pennsylvania
$501K +$515K +7,956 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$464K +$117K +1,812 +33%
FWP
113
Falcon Wealth Planning
California
$458K -$12K -186 -2%
CAG
114
Csenge Advisory Group
Florida
$456K +$453K +6,990 New
CAM
115
Cresset Asset Management
Illinois
$421K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$420K -$12.8K -198 -3%
RM
117
Resource Management
Louisiana
$398K
WP
118
WealthSource Partners
California
$396K +$407K +6,282 New
CAC
119
Certified Advisory Corp
Florida
$390K +$401K +6,186 New
GVAG
120
Great Valley Advisor Group
Delaware
$358K +$368K +5,682 New
IA
121
IFP Advisors
Florida
$335K -$225K -3,468 -40%
MAFM
122
Mid Atlantic Financial Management
Pennsylvania
$329K
EIP
123
Ellis Investment Partners
Pennsylvania
$316K +$389 +6 +0.1%
TWM
124
Titus Wealth Management
California
$303K -$38.9K -600 -11%
PA
125
Pinnacle Associates
New York
$303K -$5.83K -90 -2%