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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$703K -$70.2K -1,090 -9%
AFP
102
Ausdal Financial Partners
Iowa
$702K -$189K -2,928 -21%
LWAC
103
Laurel Wealth Advisors (California)
California
$686K +$9.98K +155 +1%
BWA
104
Beam Wealth Advisors
Louisiana
$655K +$31.8K +494 +5%
NL
105
NWAM LLC
Washington
$643K +$126K +1,952 +24%
FWP
106
Falcon Wealth Planning
California
$641K +$174K +2,700 +37%
WWM
107
Windsor Wealth Management
Indiana
$621K
EVM
108
Eaton Vance Management
Massachusetts
$617K
AWS
109
Atria Wealth Solutions
New York
$601K +$602K +9,353 New
AF
110
AtlasMark Financial
Texas
$579K
ZIMP
111
Zimmermann Investment Management & Planning
Pennsylvania
$572K -$334K -5,184 -37%
AWA
112
Arkadios Wealth Advisors
Georgia
$567K -$258K -4,009 -31%
HighTower Advisors
113
HighTower Advisors
Illinois
$542K +$7.15K +111 +1%
MSA
114
Marino Stram & Associates
Massachusetts
$529K +$529K +8,222 New
CA
115
Cetera Advisors
Colorado
$525K -$62.5K -971 -11%
CG
116
Colony Group
Massachusetts
$523K
WH
117
Willner & Heller
California
$511K +$708 +11 +0.2%
IWM
118
IHT Wealth Management
Illinois
$510K -$61.7K -958 -11%
CAM
119
Cresset Asset Management
Illinois
$509K
IIC
120
Integrated Investment Consultants
Michigan
$487K -$124K -1,927 -20%
CAAS
121
Capital Asset Advisory Services
Michigan
$473K +$473K +7,353 New
MWM
122
Mattern Wealth Management
Kansas
$461K -$1.54K -24 -0.3%
MA
123
Mutual Advisors
Nebraska
$457K +$458K +7,115 New
AFS
124
AFG Fiduciary Services
Massachusetts
$434K
PSF
125
Pacific Sun Financial
California
$424K -$4.19K -65 -1%