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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
FDx Advisors
Illinois
$262K -$777 -11 -0.3%
BCM
127
Brookstone Capital Management
Illinois
$260K -$800K -11,324 -75%
AFG
128
Allegheny Financial Group
Pennsylvania
$256K +$29.6K +419 +13%
LFF
129
Level Four Financial
Texas
$239K -$989 -14 -0.4%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$236K -$59.7K -846 -20%
BAM
131
Belpointe Asset Management
Nevada
$233K -$14.6K -207 -6%
DAM
132
Delta Asset Management
Tennessee
$231K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$223K +$71 +1 +0%
HI
134
Harbour Investments
Wisconsin
$216K
TRCT
135
Tower Research Capital (TRC)
New York
$215K -$384K -5,443 -64%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$206K
NA
137
NewEdge Advisors
Louisiana
$204K -$606K -8,581 -74%
FHA
138
First Horizon Advisors
Tennessee
$204K
HA
139
Herold Advisors
New York
$194K +$199K +2,820 New
FP
140
Financial Perspectives
Minnesota
$171K
EBA
141
Eagle Bay Advisors
New York
$165K
SJIM
142
St. Johns Investment Management
Florida
$165K
GWM
143
Geneos Wealth Management
Colorado
$156K +$71 +1 +0%
HI
144
Hudock Inc
Pennsylvania
$123K +$141 +2 +0.1%
TAIM
145
TD Ameritrade Investment Management
Nebraska
$117K -$103K -1,456 -80%
AF
146
Advisornet Financial
Minnesota
$115K +$118K +1,672 New
SWM
147
Selective Wealth Management
Virginia
$103K +$84.7K +1,200 +400%
JP Morgan Chase
148
JP Morgan Chase
New York
$83K
GEA
149
Glen Eagle Advisors
New Jersey
$74.4K
MFT
150
Moisand Fitzgerald Tamayo
Florida
$74K