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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Atria Investments
North Carolina
$1.01M +$929K +10,294 New
HWM
177
HRC Wealth Management
Idaho
$999K -$113K -1,250 -11%
MA
178
MONECO Advisors
Connecticut
$986K +$905K +10,027 New
WH
179
Willner & Heller
California
$964K +$993 +11 +0.1%
PWP
180
Ponta Wealth Partners
Florida
$961K
CCA
181
Carrera Capital Advisors
Michigan
$938K +$475K +5,268 +123%
PA
182
PFG Advisors
Arizona
$929K -$12.5K -138 -1%
Corient Private Wealth
183
Corient Private Wealth
Florida
$923K -$2.89K -32 -0.3%
KW
184
Keyvantage Wealth
Pennsylvania
$916K -$7.49K -83 -0.9%
CL
185
CPWA LLC
Oregon
$915K +$90 +1 +0%
FFL
186
Financial Freedom LLC
Ohio
$915K +$541 +6 +0.1%
TI
187
Truepoint Inc
Ohio
$900K -$156K -1,727 -16%
KPWS
188
Kestra Private Wealth Services
Texas
$893K -$206K -2,278 -20%
AF
189
AtlasMark Financial
Texas
$885K
RIA
190
Regal Investment Advisors
Michigan
$878K -$1.08K -12 -0.1%
SAG
191
Sentinel Advisory Group
Wisconsin
$877K -$7.22K -80 -0.9%
IWM
192
IHT Wealth Management
Illinois
$875K +$902 +10 +0.1%
MA
193
Mutual Advisors
Nebraska
$860K +$32.6K +361 +4%
IWA
194
IBEX Wealth Advisors
New Jersey
$846K +$20.1K +223 +3%
AFG
195
Atomi Financial Group
New York
$834K -$3.61K -40 -0.5%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$828K +$136K +1,512 +22%
JSA
197
Jim Saulnier & Associates
Colorado
$826K -$850K -9,418 -53%
RI
198
Ridgewood Investments
New Jersey
$814K +$3.34K +37 +0.4%
Nuveen
199
Nuveen
North Carolina
$807K +$741K +8,215 New
GIA
200
Gladstone Institutional Advisory
Florida
$790K +$5.32K +59 +0.7%