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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
$543K -$108K -1,644 -17%
Prudential Financial
102
Prudential Financial
New Jersey
$530K +$255K +3,871 +101%
Stifel Financial
103
Stifel Financial
Missouri
$516K -$518K -7,854 -51%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$508K
FWP
105
Falcon Wealth Planning
California
$501K +$132 +2 +0%
SG
106
StoneX Group
New York
$493K -$182K -2,757 -28%
CAG
107
Csenge Advisory Group
Florida
$485K +$660 +10 +0.1%
CAM
108
Cresset Asset Management
Illinois
$460K
IA
109
Insight Advisors
Pennsylvania
$449K -$5.68M -86,126 -93%
PCIA
110
Prime Capital Investment Advisors
Kansas
$442K +$423K +6,414 New
FTUS
111
Flow Traders U.S.
New York
$431K -$9.88M -149,810 -96%
IA
112
IFP Advisors
Florida
$429K +$62.4K +946 +18%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$416K -$41.2K -625 -9%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$416K +$396K +6,006 New
GVAG
115
Great Valley Advisor Group
Delaware
$412K +$19.9K +301 +5%
IIC
116
Integrated Investment Consultants
Michigan
$403K +$386K +5,849 New
MAFM
117
Mid Atlantic Financial Management
Pennsylvania
$359K +$132 +2 +0%
OWA
118
Outlook Wealth Advisors
Texas
$355K -$2.74M -41,530 -89%
EIP
119
Ellis Investment Partners
Pennsylvania
$345K +$132 +2 +0%
MFW
120
Meristem Family Wealth
Minnesota
$331K
PA
121
Pinnacle Associates
New York
$331K
TWM
122
Titus Wealth Management
California
$331K
HFA
123
High Falls Advisors
New York
$331K +$198 +3 +0.1%
RA
124
RiverTree Advisors
Florida
$320K -$3.82M -57,966 -93%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$314K +$38K +576 +14%