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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NWAM LLC
Washington
$597K +$69.2K +1,215 +12%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$584K -$17K -299 -3%
LWAC
103
Laurel Wealth Advisors (California)
California
$583K +$31K +545 +5%
HIA
104
Harbor Investment Advisory
Maryland
$576K -$2.28K -40 -0.4%
CAM
105
Cresset Asset Management
Illinois
$554K +$155K +2,730 +34%
AFP
106
Ausdal Financial Partners
Iowa
$538K -$32.3K -568 -5%
WWM
107
Windsor Wealth Management
Indiana
$526K
PSF
108
Pacific Sun Financial
California
$522K +$197K +3,454 +52%
PFO
109
Pathstone Family Office
New Jersey
$499K +$546K +9,600 New
RW
110
Rede Wealth
Virginia
$495K -$755K -13,269 -58%
TC
111
TAP Consulting
Missouri
$492K -$578K -10,147 -52%
OPS
112
Orion Portfolio Solutions
Nebraska
$468K -$137K -2,410 -21%
AF
113
AtlasMark Financial
Texas
$467K
IWM
114
IHT Wealth Management
Illinois
$464K +$57K +1,001 +13%
CA
115
Cetera Advisors
Colorado
$444K +$21.5K +377 +5%
HighTower Advisors
116
HighTower Advisors
Illinois
$437K
CAAS
117
Capital Asset Advisory Services
Michigan
$426K +$47.9K +842 +11%
CG
118
Colony Group
Massachusetts
$422K
AF
119
Advisornet Financial
Minnesota
$421K -$916K -16,095 -67%
FWP
120
Falcon Wealth Planning
California
$417K -$111K -1,954 -20%
WH
121
Willner & Heller
California
$395K +$35.2K +619 +9%
Jane Street
122
Jane Street
New York
$393K +$431K +7,567 New
ZIMP
123
Zimmermann Investment Management & Planning
Pennsylvania
$391K -$78.2K -1,374 -15%
Renaissance Technologies
124
Renaissance Technologies
New York
$390K +$176K +3,100 +70%
AFG
125
Allegheny Financial Group
Pennsylvania
$378K +$151K +2,651 +57%