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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$354K +$389K +6,830 New
AFS
127
AFG Fiduciary Services
Massachusetts
$351K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$349K -$2.96K -52 -0.8%
AMM
129
American Money Management
California
$338K
MA
130
Mutual Advisors
Nebraska
$333K -$40.4K -710 -10%
IFG
131
Independent Financial Group
California
$315K +$33.8K +593 +11%
FTUS
132
Flow Traders U.S.
New York
$313K -$1.11M -19,487 -76%
IA
133
IFG Advisory
Georgia
$303K
DI
134
DAGCO Inc
Ohio
$293K
LNC
135
Lincoln National Corp
Pennsylvania
$284K +$6.66K +117 +2%
Stifel Financial
136
Stifel Financial
Missouri
$283K -$968 -17 -0.3%
Cerity Partners
137
Cerity Partners
New York
$276K +$83K +1,458 +38%
MWM
138
Mattern Wealth Management
Kansas
$273K -$109K -1,920 -27%
AA
139
Addison Advisors
Vermont
$273K +$299K +5,260 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$269K -$41.5K -729 -12%
TPCW
141
TD Private Client Wealth
New York
$266K -$80.9K -1,421 -22%
BFEC
142
Benjamin F. Edwards & Company
Missouri
$265K +$291K +5,105 New
EIP
143
Ellis Investment Partners
Pennsylvania
$261K +$342 +6 +0.1%
AWS
144
Atria Wealth Solutions
New York
$259K -$248K -4,360 -47%
RIA
145
Richwood Investment Advisors
Ohio
$259K
KWM
146
Kaydan Wealth Management
Michigan
$257K -$45.1K -792 -14%
KCFA
147
Key Client Fiduciary Advisors
New Jersey
$256K -$52.9K -929 -16%
JAG
148
Journey Advisory Group
Kentucky
$253K +$250K +4,385 New
PA
149
Pinnacle Associates
New York
$249K
TWM
150
Titus Wealth Management
California
$239K