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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HRC Wealth Management
Idaho
$879K -$16.7K -246 -2%
PSF
127
Pacific Sun Financial
California
$847K
AWS
128
Atria Wealth Solutions
New York
$847K -$3.5M -51,507 -80%
CIA
129
Cape Investment Advisory
Georgia
$835K -$6.73K -99 -0.8%
DI
130
DDFG Inc
California
$826K +$47.3K +696 +6%
FHA
131
First Horizon Advisors
Tennessee
$815K -$21.4K -315 -3%
FSC
132
Full Sail Capital
Oklahoma
$780K
BAM
133
Belpointe Asset Management
Nevada
$765K -$795K -11,687 -51%
CAL
134
Capital Analysts LLC
Pennsylvania
$757K +$816 +12 +0.1%
WMWM
135
Whitaker-Myers Wealth Managers
Ohio
$751K -$1.06M -15,542 -58%
HIA
136
Harbor Investment Advisory
Maryland
$741K
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$730K +$75.6K +1,112 +12%
TPCW
138
TD Private Client Wealth
New York
$707K -$5.44K -80 -0.8%
RJT
139
Raymond James Trust
Florida
$697K +$131K +1,927 +23%
RW
140
Rockport Wealth
Ohio
$695K -$16.2K -238 -2%
IFG
141
Independent Financial Group
California
$691K +$203K +2,983 +41%
HAG
142
HF Advisory Group
Maryland
$668K +$79.5K +1,169 +13%
RI
143
Ridgewood Investments
New Jersey
$655K +$78K +1,147 +13%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$650K -$116K -1,710 -15%
OMC
145
Old Mission Capital
Illinois
$641K +$644K +9,463 New
IWM
146
IHT Wealth Management
Illinois
$637K +$62.1K +913 +11%
WH
147
Willner & Heller
California
$636K +$19.3K +284 +3%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$632K +$133K +1,961 +27%
JWCA
149
J.W. Cole Advisors
Florida
$628K -$25K -367 -4%
MWP
150
Madison Wealth Partners
Wisconsin
$624K +$4.42K +65 +0.7%