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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
151
Key Client Fiduciary Advisors
New Jersey
$366K +$76.7K +1,271 +25%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$358K -$1.21K -20 -0.3%
WPW
153
Watershed Private Wealth
Illinois
$358K +$115K +1,914 +44%
RIA
154
Regal Investment Advisors
Michigan
$354K +$48.4K +802 +15%
DIP
155
Davis Investment Partners
North Carolina
$354K
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$341K +$360K +5,963 New
IFG
157
Independent Financial Group
California
$338K -$7.24K -120 -2%
TC
158
TAP Consulting
Missouri
$338K -$17.6K -292 -5%
AWM
159
AE Wealth Management
Kansas
$335K +$354K +5,869 New
GWM
160
Geneos Wealth Management
Colorado
$330K +$5.13K +85 +1%
ML
161
McAdam LLC
Pennsylvania
$319K +$1.15K +19 +0.3%
GIA
162
Gladstone Institutional Advisory
Florida
$309K +$327K +5,414 New
ASN
163
Advisory Services Network
Georgia
$308K +$325K +5,384 New
BFEC
164
Benjamin F. Edwards & Company
Missouri
$302K +$5.73K +95 +2%
HI
165
Harbour Investments
Wisconsin
$300K +$59.6K +988 +23%
LA
166
LexAurum Advisors
Kansas
$300K -$2.23K -37 -0.7%
TCA
167
Transcend Capital Advisors
New Jersey
$299K +$7.3K +121 +2%
SAS
168
SMI Advisory Services
Indiana
$296K +$315K +5,219 New
KWM
169
Kaydan Wealth Management
Michigan
$283K
LNC
170
Lincoln National Corp
Pennsylvania
$282K +$19.6K +325 +7%
William Blair & Company
171
William Blair & Company
Illinois
$279K
KA
172
Kovack Advisors
Florida
$275K -$26.5K -439 -8%
KAS
173
KPP Advisory Services
Kentucky
$274K +$290K +4,804 New
LWM
174
Liberty Wealth Management
California
$271K +$55.1K +914 +24%
SWM
175
SeaCrest Wealth Management
New York
$271K -$5.85K -97 -2%