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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
Fermata Advisors
California
$498K -$4.08M -71,406 -89%
AWM
127
Accel Wealth Management
Iowa
$488K -$62.1K -1,086 -11%
BWA
128
Burt Wealth Advisors
Maryland
$487K
MWP
129
Madison Wealth Partners
Wisconsin
$463K +$113K +1,975 +33%
IWM
130
IHT Wealth Management
Illinois
$462K -$58.8K -1,028 -11%
FWP
131
Falcon Wealth Planning
California
$462K
HAG
132
HF Advisory Group
Maryland
$454K -$2.46K -43 -0.5%
DWMG
133
DB Wealth Management Group
California
$442K -$15.2K -266 -3%
Truist Financial
134
Truist Financial
North Carolina
$436K -$4.39M -76,847 -91%
CA
135
Cetera Advisors
Colorado
$411K +$139K +2,438 +52%
IA
136
IFG Advisory
Georgia
$405K +$63.7K +1,114 +19%
MA
137
Mutual Advisors
Nebraska
$403K -$13.5K -237 -3%
TPCW
138
TD Private Client Wealth
New York
$396K +$54.3K +950 +16%
AFS
139
AFG Fiduciary Services
Massachusetts
$389K
PA
140
Pinnacle Associates
New York
$389K +$111K +1,950 +41%
SAS
141
SMI Advisory Services
Indiana
$378K -$212K -3,712 -35%
AMM
142
American Money Management
California
$374K
RI
143
Ridgewood Investments
New Jersey
$370K +$28K +490 +8%
TC
144
TAP Consulting
Missouri
$367K +$1.94K +34 +0.5%
CIC
145
Carnegie Investment Counsel
Ohio
$365K +$98.6K +1,724 +37%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$365K +$1.14K +20 +0.3%
AAS
147
Asset Allocation Strategies
Michigan
$363K -$699K -12,220 -66%
DIP
148
Davis Investment Partners
North Carolina
$357K
IFG
149
Independent Financial Group
California
$347K
TC
150
TownSquare Capital
Utah
$339K +$90.8K +1,589 +37%