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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
151
Independent Financial Group
California
$731K -$12.7K -183 -2%
BWP
152
Baldwin Wealth Partners
Massachusetts
$715K +$680K +9,799 New
RI
153
Ridgewood Investments
New Jersey
$709K +$3.12K +45 +0.5%
WH
154
Willner & Heller
California
$699K +$13K +187 +2%
MWP
155
Madison Wealth Partners
Wisconsin
$672K
RJT
156
Raymond James Trust
Florida
$672K -$75.1K -1,083 -11%
IWM
157
IHT Wealth Management
Illinois
$667K -$18.6K -268 -3%
JWCA
158
J.W. Cole Advisors
Florida
$666K -$8.95K -129 -1%
GS
159
GTS Securities
Florida
$661K +$629K +9,065 New
AF
160
AtlasMark Financial
Texas
$657K +$624K +9,000 New
LG
161
LaFleur & Godfrey
Michigan
$656K +$31.1K +448 +5%
WMWM
162
Whitaker-Myers Wealth Managers
Ohio
$650K -$150K -2,167 -20%
Renaissance Technologies
163
Renaissance Technologies
New York
$649K +$617K +8,900 New
BWA
164
Burt Wealth Advisors
Maryland
$612K
KAS
165
KPP Advisory Services
Kentucky
$610K +$93.4K +1,346 +19%
KPWS
166
Kestra Private Wealth Services
Texas
$608K -$139 -2 -0%
FA
167
Fermata Advisors
California
$601K -$32.3K -466 -5%
MA
168
Mutual Advisors
Nebraska
$598K -$25.3K -365 -4%
PA
169
Pinnacle Associates
New York
$590K +$135K +1,950 +27%
EAM
170
Everstar Asset Management
North Carolina
$588K +$559K +8,060 New
HI
171
Harbour Investments
Wisconsin
$587K +$45.2K +651 +9%
FWP
172
Falcon Wealth Planning
California
$584K -$69 -1 -0%
RW
173
Rockport Wealth
Ohio
$577K -$163K -2,346 -23%
FA
174
Flagstar Advisors
New York
$560K -$10.1K -146 -2%
MCWS
175
McKinley Carter Wealth Services
West Virginia
$540K -$59K -850 -10%