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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
151
Willner & Heller
California
$560K +$510K +8,688 New
MA
152
Mutual Advisors
Nebraska
$553K -$6.46K -110 -1%
MCM
153
MAI Capital Management
Ohio
$542K +$16.1K +274 +3%
HAG
154
HF Advisory Group
Maryland
$541K +$36.5K +621 +8%
BWA
155
Burt Wealth Advisors
Maryland
$541K
JWCA
156
J.W. Cole Advisors
Florida
$536K +$17.7K +301 +4%
FWP
157
Falcon Wealth Planning
California
$517K -$59 -1 -0%
RI
158
Ridgewood Investments
New Jersey
$500K +$940 +16 +0.2%
IWM
159
IHT Wealth Management
Illinois
$499K +$10.3K +175 +2%
ASN
160
Advisory Services Network
Georgia
$477K +$118K +2,012 +37%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$468K +$76.5K +1,302 +22%
AWM
162
AE Wealth Management
Kansas
$447K +$63.8K +1,086 +19%
IA
163
IFG Advisory
Georgia
$442K
AF
164
Allworth Financial
California
$438K -$1.61M -27,373 -80%
ML
165
McAdam LLC
Pennsylvania
$435K +$69K +1,175 +21%
AFS
166
AFG Fiduciary Services
Massachusetts
$428K
IFG
167
Independent Financial Group
California
$425K +$39.6K +674 +11%
AMM
168
American Money Management
California
$419K
DWMG
169
DB Wealth Management Group
California
$412K -$72.6K -1,236 -16%
WPW
170
Watershed Private Wealth
Illinois
$404K +$59 +1 +0%
LWM
171
LongView Wealth Management
Georgia
$402K +$372K +6,338 New
BWA
172
BlueChip Wealth Advisors
Georgia
$398K +$363K +6,172 New
DIP
173
Davis Investment Partners
North Carolina
$393K
KCFA
174
Key Client Fiduciary Advisors
New Jersey
$392K -$19.1K -325 -5%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$390K