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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
151
WealthCare Investment Partners
Rhode Island
$289K +$287K +3,946 New
FA
152
FDx Advisors
Illinois
$279K
ICP
153
Interchange Capital Partners
Pennsylvania
$278K +$277K +3,805 New
LFAS
154
Level Four Advisory Services
Texas
$253K +$251K +3,458 New
CIBC World Market
155
CIBC World Market
Ontario, Canada
$250K
PMG
156
ProVise Management Group
Florida
$250K +$249K +3,420 New
DAM
157
Delta Asset Management
Tennessee
$246K
BAM
158
Belpointe Asset Management
Nevada
$241K -$6.04K -83 -2%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$237K
VAS
160
Vestmark Advisory Solutions
Massachusetts
$235K +$233K +3,208 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$228K +$9.16K +126 +4%
MYIA
162
Mount Yale Investment Advisors
Colorado
$216K +$215K +2,953 New
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$212K -$1.46M -20,127 -87%
HA
164
Herold Advisors
New York
$202K -$4.36K -60 -2%
HI
165
Harbour Investments
Wisconsin
$197K -$32.2K -443 -14%
EBA
166
Eagle Bay Advisors
New York
$176K
SJIM
167
St. Johns Investment Management
Florida
$176K
GIP
168
Granite Investment Partners
California
$162K +$161K +2,210 New
CSB
169
City State Bank
Iowa
$157K +$156K +2,148 New
FHA
170
First Horizon Advisors
Tennessee
$150K -$65.9K -906 -31%
AF
171
Advisornet Financial
Minnesota
$148K +$25.5K +351 +21%
GWM
172
Geneos Wealth Management
Colorado
$143K -$21.7K -298 -13%
S
173
Surevest
California
$137K +$136K +1,866 New
HI
174
Hudock Inc
Pennsylvania
$131K +$145 +2 +0.1%
TAIM
175
TD Ameritrade Investment Management
Nebraska
$124K +$96.4K +1,326 +362%