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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$269K -$59.2K -981 -17%
PFPT
177
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K – – –
Renaissance Technologies
178
Renaissance Technologies
New York
$263K -$36.2K -600 -12%
HNWAG
179
High Net Worth Advisory Group
Florida
$257K – – –
AMG
180
Asset Management Group
Connecticut
$255K – – –
JAG
181
Journey Advisory Group
Kentucky
$251K – – –
KFS
182
Kaizen Financial Strategies
California
$242K – – –
AFG
183
Atomi Financial Group
New York
$240K -$53.3K -884 -17%
RIA
184
Richwood Investment Advisors
Ohio
$237K -$13.6K -225 -5%
WIP
185
WealthCare Investment Partners
Rhode Island
$226K – – –
RW
186
Rede Wealth
Virginia
$225K -$113K -1,872 -32%
MAG
187
Mayfair Advisory Group
Alabama
$225K +$234K +3,876 New
D
188
Dentgroup
Louisiana
$222K +$234K +3,883 New
BAMG
189
Brand Asset Management Group
Missouri
$221K – – –
SG
190
StoneX Group
New York
$220K -$7.9K -131 -3%
PP
191
Patron Partners
Texas
$216K +$1.87K +31 +0.8%
PFS
192
Prospera Financial Services
Texas
$212K +$224K +3,717 New
MWM
193
Maripau Wealth Management
Indiana
$203K +$214K +3,552 New
SI
194
Stephens Inc
Arkansas
$200K -$112K -1,857 -35%
HFA
195
High Falls Advisors
New York
$200K – – –
DAM
196
Delta Asset Management
Tennessee
$192K – – –
AWM
197
Aspire Wealth Management
Massachusetts
$188K – – –
WIM
198
Westside Investment Management
California
$181K – – –
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$147K +$74.5K +1,235 +93%
EBA
200
Eagle Bay Advisors
New York
$137K – – –