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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
126
Capital Asset Advisory Services
Michigan
$444K +$34.9K +625 +8%
HighTower Advisors
127
HighTower Advisors
Illinois
$425K
FWP
128
Falcon Wealth Planning
California
$404K
CS
129
Comerica Securities
Michigan
$385K -$442K -7,918 -51%
WH
130
Willner & Heller
California
$384K +$1.39K +25 +0.3%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$371K +$40.2K +721 +12%
SOS
132
Silver Oak Securities
Tennessee
$366K +$357K +6,409 New
AWS
133
Atria Wealth Solutions
New York
$349K +$108K +1,939 +39%
NA
134
NewEdge Advisors
Louisiana
$345K +$1.17K +21 +0.3%
CG
135
Colony Group
Massachusetts
$344K -$72.5K -1,300 -16%
AFS
136
AFG Fiduciary Services
Massachusetts
$340K
BFEC
137
Benjamin F. Edwards & Company
Missouri
$338K +$89.6K +1,607 +31%
MA
138
Mutual Advisors
Nebraska
$333K +$11.7K +210 +3%
AMM
139
American Money Management
California
$327K
IFG
140
Independent Financial Group
California
$306K
IA
141
IFG Advisory
Georgia
$294K
LNC
142
Lincoln National Corp
Pennsylvania
$281K +$6.02K +108 +2%
GM
143
GeoWealth Management
Illinois
$281K +$311K +5,576 New
KCFA
144
Key Client Fiduciary Advisors
New Jersey
$269K +$22.9K +410 +8%
ZIMP
145
Zimmermann Investment Management & Planning
Pennsylvania
$268K -$123K -2,198 -29%
VNA
146
Valley National Advisers
Pennsylvania
$265K +$287K +5,145 New
TPCW
147
TD Private Client Wealth
New York
$264K +$6.08K +109 +2%
DI
148
DAGCO Inc
Ohio
$263K -$23.1K -415 -7%
MWM
149
Mattern Wealth Management
Kansas
$263K -$2.01K -36 -0.7%
RI
150
Ridgewood Investments
New Jersey
$255K +$282K +5,059 New