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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
LongView Wealth Management
Georgia
$446K -$2.06K -31 -0.5%
DIP
177
Davis Investment Partners
North Carolina
$434K
WA
178
Win Advisors
Florida
$431K +$406K +6,100 New
KCFA
179
Key Client Fiduciary Advisors
New Jersey
$430K +$733 +11 +0.2%
KWA
180
Kingswood Wealth Advisors
California
$427K +$402K +6,035 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$425K
CCM
182
Coldstream Capital Management
Washington
$417K +$393K +5,897 New
LG
183
LaFleur & Godfrey
Michigan
$415K +$139K +2,091 +55%
GWM
184
Geneos Wealth Management
Colorado
$408K +$9.66K +145 +3%
LA
185
LexAurum Advisors
Kansas
$405K +$12.9K +193 +3%
AT
186
Avalon Trust
New Mexico
$396K
GIA
187
Gladstone Institutional Advisory
Florida
$396K -$28.5K -428 -7%
TCA
188
Transcend Capital Advisors
New Jersey
$389K -$1.73K -26 -0.5%
TC
189
TAP Consulting
Missouri
$386K -$9.19K -138 -2%
ASN
190
Advisory Services Network
Georgia
$384K -$131K -1,960 -27%
William Blair & Company
191
William Blair & Company
Illinois
$372K +$26.2K +394 +8%
RIA
192
Regal Investment Advisors
Michigan
$372K -$24.2K -363 -6%
IA
193
IFP Advisors
Florida
$365K +$11.2K +168 +3%
KFS
194
Kaizen Financial Strategies
California
$358K +$53.8K +808 +19%
BFEC
195
Benjamin F. Edwards & Company
Missouri
$355K -$11.6K -174 -3%
PFS
196
Prospera Financial Services
Texas
$352K +$19.4K +291 +6%
KWM
197
Kaydan Wealth Management
Michigan
$350K
LWM
198
Liberty Wealth Management
California
$341K +$2.93K +44 +0.9%
AFG
199
Atomi Financial Group
New York
$338K +$60.7K +911 +23%
HNWAG
200
High Net Worth Advisory Group
Florida
$318K