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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$611K +$4.79K +72 +0.8%
JJBC
152
James J. Burns & Company
New York
$605K -$398K -5,969 -41%
RI
153
Ridgewood Investments
New Jersey
$602K +$50.7K +761 +10%
IWM
154
IHT Wealth Management
Illinois
$600K +$50K +750 +10%
FA
155
Flagstar Advisors
New York
$593K -$124K -1,860 -18%
BWA
156
Burt Wealth Advisors
Maryland
$593K
RJT
157
Raymond James Trust
Florida
$591K -$153K -2,299 -22%
MCWS
158
McKinley Carter Wealth Services
West Virginia
$587K -$71.7K -1,077 -11%
FWP
159
Falcon Wealth Planning
California
$567K
MCM
160
MAI Capital Management
Ohio
$566K -$27K -406 -5%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$520K +$204K +3,070 +72%
IFG
162
Independent Financial Group
California
$510K +$41.6K +625 +9%
PA
163
Pinnacle Associates
New York
$509K -$130K -1,950 -21%
MCM
164
MidAtlantic Capital Management
Virginia
$506K
WIM
165
Westside Investment Management
California
$495K +$257K +3,864 +122%
SOS
166
Silver Oak Securities
Tennessee
$492K -$226K -3,393 -33%
SAW
167
Signal Advisors Wealth
Michigan
$476K +$93K +1,396 +26%
MWM
168
Maripau Wealth Management
Indiana
$475K +$156K +2,340 +53%
ML
169
McAdam LLC
Pennsylvania
$473K -$3.8K -57 -0.8%
AFS
170
AFG Fiduciary Services
Massachusetts
$472K
P
171
&Partners
Tennessee
$470K +$443K +6,644 New
KAS
172
KPP Advisory Services
Kentucky
$469K +$442K +6,633 New
AMM
173
American Money Management
California
$459K
BWA
174
BlueChip Wealth Advisors
Georgia
$454K +$16.6K +250 +4%
HI
175
Harbour Investments
Wisconsin
$449K +$50.1K +752 +13%