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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
126
Meristem Family Wealth
Minnesota
$306K
HFA
127
High Falls Advisors
New York
$306K +$283K +4,800 New
VA
128
Valmark Advisers
Ohio
$286K -$1.95M -33,030 -88%
BAMG
129
Brand Asset Management Group
Missouri
$282K
AMG
130
Asset Management Group
Connecticut
$279K +$354 +6 +0.1%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$272K +$252K +4,266 New
Brown Advisory
132
Brown Advisory
Maryland
$270K
BAM
133
Belpointe Asset Management
Nevada
$267K -$20.5K -348 -8%
MCM
134
MAI Capital Management
Ohio
$262K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$255K -$2.48K -42 -1%
IA
136
IFG Advisory
Georgia
$253K -$48.5K -822 -17%
ICP
137
Interchange Capital Partners
Pennsylvania
$242K +$224K +3,804 New
NFG
138
Next Financial Group
Texas
$233K -$181K -3,066 -46%
LFF
139
Level Four Financial
Texas
$233K +$216K +3,654 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$227K +$210K +3,558 New
AIP
141
Almanack Investment Partners
Pennsylvania
$222K -$6.97M -118,164 -97%
PMG
142
ProVise Management Group
Florida
$218K +$201K +3,414 New
CAN
143
Cetera Advisor Networks
California
$218K +$202K +3,426 New
DAM
144
Delta Asset Management
Tennessee
$214K
Bank of New York Mellon
145
Bank of New York Mellon
New York
$207K -$177K -3,000 -48%
PPA
146
Parametric Portfolio Associates
Washington
$202K +$187K +3,174 New
CF
147
Centaurus Financial
California
$194K +$708 +12 +0.4%
FHA
148
First Horizon Advisors
Tennessee
$189K
SJIM
149
St. Johns Investment Management
Florida
$178K
GWM
150
Geneos Wealth Management
Colorado
$160K