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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
176
Valley Brook Capital Group
Pennsylvania
$24K – – –
AIC
177
Archer Investment Corporation
Indiana
$21.6K – – –
WT
178
Whittier Trust
California
$15K – – –
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K – – –
CMA
180
Cedar Mountain Advisors
Oregon
$10K – – –
BA
181
Ballast Advisors
Minnesota
$8K – – –
OIA
182
Optimum Investment Advisors
Illinois
$8K – – –
PA
183
Parallel Advisors
California
$7K – – –
KFI
184
Key Financial Inc
Pennsylvania
$6K – – –
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
S
186
SignatureFD
Georgia
$4K – – –
HS
187
Horan Securities
United States
$4K +$3.88K +60 New
PP
188
PrairieView Partners
Minnesota
$3K – – –
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$3K – – –
LAS
190
Lloyd Advisory Services
Georgia
$1K -$2.49M -38,436 -100%
LS
191
Leelyn Smith
Illinois
$1K – – –
WIM
192
Westside Investment Management
California
$189 – – –
DWA
193
Dorsey Wright & Associates
California
– -$65.7M -1,030,614 Closed
SS
194
Simplicity Solutions
Minnesota
– -$29.3M -459,816 Closed
Goldman Sachs
195
Goldman Sachs
New York
– -$12.4M -194,094 Closed
SL
196
Systelligence LLC
Minnesota
– -$2.39M -37,452 Closed
PWM
197
Provident Wealth Management
Tennessee
– -$2.16M -33,894 Closed
FFN
198
Focus Financial Network
Minnesota
– -$1.34M -21,072 Closed
FI
199
FormulaFolio Investments
Michigan
– -$739K -11,592 Closed
ASN
200
Advisory Services Network
Georgia
– -$520K -8,154 Closed