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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
$950K +$97.5K +1,311 +12%
Stifel Financial
152
Stifel Financial
Missouri
$949K -$273K -3,671 -24%
FSC
153
Full Sail Capital
Oklahoma
$924K
CIA
154
Cape Investment Advisory
Georgia
$923K -$14.8K -199 -2%
KPWS
155
Kestra Private Wealth Services
Texas
$922K -$50.9K -685 -6%
HWM
156
HRC Wealth Management
Idaho
$909K -$27.5K -370 -3%
JWCA
157
J.W. Cole Advisors
Florida
$903K +$837K +11,258 New
CAM
158
Cresset Asset Management
Illinois
$892K
SOS
159
Silver Oak Securities
Tennessee
$878K -$159K -2,140 -16%
HIA
160
Harbor Investment Advisory
Maryland
$877K
BAM
161
Belpointe Asset Management
Nevada
$873K -$251K -3,377 -24%
CAL
162
Capital Analysts LLC
Pennsylvania
$870K -$61.9K -833 -7%
Corient Private Wealth
163
Corient Private Wealth
Florida
$831K -$54.1K -727 -7%
WH
164
Willner & Heller
California
$795K +$16.9K +227 +2%
KW
165
Keyvantage Wealth
Pennsylvania
$794K -$50.6K -680 -6%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$792K -$394K -5,303 -35%
AAS
167
Asset Allocation Strategies
Michigan
$786K -$128K -1,715 -15%
FFL
168
Financial Freedom LLC
Ohio
$786K -$172K -2,316 -19%
LG
169
LaFleur & Godfrey
Michigan
$775K +$2.23K +30 +0.3%
MAG
170
Mayfair Advisory Group
Alabama
$765K -$246K -3,312 -26%
TI
171
Truepoint Inc
Ohio
$763K -$865K -11,636 -55%
BWA
172
Burt Wealth Advisors
Maryland
$763K +$81.9K +1,102 +13%
FBT
173
First Bank & Trust
South Dakota
$756K +$125K +1,676 +22%
HI
174
Harbour Investments
Wisconsin
$748K +$24.2K +325 +4%
MWP
175
Madison Wealth Partners
Wisconsin
$748K +$52.6K +708 +8%