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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
151
Silver Oak Securities
Tennessee
$349K +$329K +5,735 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$347K +$50.4K +879 +18%
GWM
153
Geneos Wealth Management
Colorado
$346K +$4.47K +78 +1%
ML
154
McAdam LLC
Pennsylvania
$339K -$5.68K -99 -2%
RIA
155
Regal Investment Advisors
Michigan
$329K +$35.6K +621 +13%
SI
156
Stephens Inc
Arkansas
$327K +$21K +367 +7%
LA
157
LexAurum Advisors
Kansas
$322K +$5.85K +102 +2%
KA
158
Kovack Advisors
Florida
$320K +$4.99K +87 +2%
Renaissance Technologies
159
Renaissance Technologies
New York
$317K +$298K +5,200 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$316K +$3.27K +57 +1%
KCFA
161
Key Client Fiduciary Advisors
New Jersey
$313K -$631 -11 -0.2%
TCA
162
Transcend Capital Advisors
New Jersey
$312K +$29.4K +512 +11%
AFG
163
Atomi Financial Group
New York
$310K +$26.6K +464 +10%
KWM
164
Kaydan Wealth Management
Michigan
$302K
William Blair & Company
165
William Blair & Company
Illinois
$297K -$30.8K -537 -10%
SWM
166
SeaCrest Wealth Management
New York
$295K -$5.45K -95 -2%
PFPT
167
Pinnacle Financial Partners (Tennessee)
Tennessee
$283K
LNC
168
Lincoln National Corp
Pennsylvania
$281K -$594K -10,356 -69%
HNWAG
169
High Net Worth Advisory Group
Florida
$274K +$57.4K +1,000 +29%
AMG
170
Asset Management Group
Connecticut
$272K +$401 +7 +0.2%
JAG
171
Journey Advisory Group
Kentucky
$267K
RIA
172
Richwood Investment Advisors
Ohio
$267K
WPW
173
Watershed Private Wealth
Illinois
$265K +$249K +4,347 New
KFS
174
Kaizen Financial Strategies
California
$263K +$243K +4,233 New
HI
175
Harbour Investments
Wisconsin
$260K +$84.8K +1,479 +53%