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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$421K -$88.9K -1,380 -17%
AMM
127
American Money Management
California
$418K
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$415K +$415K +6,450 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$401K +$8.5K +132 +2%
US Bancorp
130
US Bancorp
Minnesota
$395K -$257K -3,984 -39%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$380K -$44.5K -691 -10%
KCFA
132
Key Client Fiduciary Advisors
New Jersey
$377K +$25.3K +393 +7%
IA
133
IFG Advisory
Georgia
$375K +$120K +1,868 +47%
KWM
134
Kaydan Wealth Management
Michigan
$369K
AA
135
Advisory Alpha
Michigan
$368K +$68.5K +1,064 +23%
GM
136
GeoWealth Management
Illinois
$367K +$368K +5,716 New
CW
137
CreativeOne Wealth
Kansas
$361K -$418K -6,486 -54%
DI
138
DAGCO Inc
Ohio
$357K +$363K +5,645 New
IFG
139
Independent Financial Group
California
$352K
Stifel Financial
140
Stifel Financial
Missouri
$351K -$219K -3,394 -38%
LNC
141
Lincoln National Corp
Pennsylvania
$344K +$70.2K +1,090 +26%
SCA
142
Scott Capital Advisors
Oregon
$335K +$33.7K +523 +11%
WFA
143
WMG Financial Advisors
Tennessee
$333K
EIP
144
Ellis Investment Partners
Pennsylvania
$323K +$386 +6 +0.1%
RIA
145
Richwood Investment Advisors
Ohio
$320K
HFA
146
High Falls Advisors
New York
$309K
PA
147
Pinnacle Associates
New York
$309K
ACM
148
AlphaStar Capital Management
North Carolina
$305K -$2.77K -43 -0.9%
AFG
149
Allegheny Financial Group
Pennsylvania
$297K +$40.9K +635 +16%
TWM
150
Titus Wealth Management
California
$296K -$12.9K -200 -4%