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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$1.08M -$108K -1,554 -10%
IC
127
IEQ Capital
California
$1.06M +$10.7K +154 +1%
CIC
128
Carnegie Investment Counsel
Ohio
$1.05M +$12.3K +178 +1%
WWP
129
WR Wealth Planners
Missouri
$1.03M +$21.1K +304 +2%
JJBC
130
James J. Burns & Company
New York
$996K -$2.77K -40 -0.3%
HWM
131
HRC Wealth Management
Idaho
$949K +$1.73K +25 +0.2%
DI
132
DDFG Inc
California
$932K +$40.4K +583 +5%
DAS
133
Diversify Advisory Services
Utah
$926K -$270K -3,889 -24%
AWS
134
Atria Wealth Solutions
New York
$924K +$11.4K +164 +1%
HAG
135
HF Advisory Group
Maryland
$922K +$193K +2,785 +28%
PSF
136
Pacific Sun Financial
California
$916K +$3.12K +45 +0.4%
VAMG
137
Voisard Asset Management Group
Michigan
$910K +$671K +9,674 +345%
CIA
138
Cape Investment Advisory
Georgia
$900K +$139 +2 +0%
FHA
139
First Horizon Advisors
Tennessee
$894K +$16.1K +232 +2%
SOS
140
Silver Oak Securities
Tennessee
$888K +$324K +4,675 +62%
CAL
141
Capital Analysts LLC
Pennsylvania
$864K +$46.4K +669 +6%
SA
142
Sanctuary Advisors
Indiana
$857K +$745K +10,733 New
FSC
143
Full Sail Capital
Oklahoma
$841K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$828K +$140K +2,017 +22%
Stifel Financial
145
Stifel Financial
Missouri
$810K -$134K -1,931 -15%
HIA
146
Harbor Investment Advisory
Maryland
$798K
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$797K +$91.6K +1,321 +14%
TPCW
148
TD Private Client Wealth
New York
$796K +$32.9K +475 +5%
BAM
149
Belpointe Asset Management
Nevada
$791K -$31.5K -454 -4%
AFG
150
Atomi Financial Group
New York
$754K +$304K +4,378 +73%