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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$543K +$14.6K +255 +3%
MWP
127
Madison Wealth Partners
Wisconsin
$534K +$41.6K +726 +9%
BWA
128
Burt Wealth Advisors
Maryland
$511K -$4.01K -70 -0.8%
CFS
129
CGC Financial Services
Oregon
$503K +$474K +8,260 New
MA
130
Mutual Advisors
Nebraska
$499K +$68.1K +1,187 +17%
IWM
131
IHT Wealth Management
Illinois
$489K
FWP
132
Falcon Wealth Planning
California
$489K
FA
133
Flagstar Advisors
New York
$480K -$311K -5,418 -41%
RI
134
Ridgewood Investments
New Jersey
$472K +$75.9K +1,323 +21%
AWM
135
Accel Wealth Management
Iowa
$471K -$43.3K -755 -9%
DWMG
136
DB Wealth Management Group
California
$466K -$1.26K -22 -0.3%
CA
137
Cetera Advisors
Colorado
$462K +$25.3K +441 +6%
HAG
138
HF Advisory Group
Maryland
$461K -$18.6K -324 -4%
TPCW
139
TD Private Client Wealth
New York
$448K +$27.3K +476 +7%
KWM
140
Kingsview Wealth Management
Oregon
$442K +$175K +3,059 +73%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$426K -$184K -3,215 -32%
AFS
142
AFG Fiduciary Services
Massachusetts
$420K
PA
143
Pinnacle Associates
New York
$411K
AFG
144
Allegheny Financial Group
Pennsylvania
$409K -$336K -5,867 -47%
AMM
145
American Money Management
California
$396K
DIP
146
Davis Investment Partners
North Carolina
$393K
TC
147
TAP Consulting
Missouri
$378K -$9.81K -171 -3%
IFG
148
Independent Financial Group
California
$368K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$368K
RW
150
Rede Wealth
Virginia
$354K