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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
176
Key Client Fiduciary Advisors
New Jersey
$413K +$680 +10 +0.2%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$409K
AFG
178
Atomi Financial Group
New York
$404K +$79.4K +1,168 +24%
CCM
179
Coldstream Capital Management
Washington
$400K
GWM
180
Geneos Wealth Management
Colorado
$394K +$3.6K +53 +0.9%
MAG
181
Mayfair Advisory Group
Alabama
$393K +$90.9K +1,336 +31%
AMM
182
American Money Management
California
$384K -$56.6K -832 -13%
ASN
183
Advisory Services Network
Georgia
$379K +$10.9K +160 +3%
TC
184
TAP Consulting
Missouri
$370K
TCA
185
Transcend Capital Advisors
New Jersey
$351K -$22.6K -332 -6%
IA
186
IFP Advisors
Florida
$350K
KFS
187
Kaizen Financial Strategies
California
$349K +$544 +8 +0.2%
GIA
188
Gladstone Institutional Advisory
Florida
$346K -$33.2K -488 -9%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$340K -$748 -11 -0.2%
PFS
190
Prospera Financial Services
Texas
$340K +$1.9K +28 +0.6%
AT
191
Avalon Trust
New Mexico
$339K -$41.1K -605 -11%
KWM
192
Kaydan Wealth Management
Michigan
$335K
LWM
193
Liberty Wealth Management
California
$323K -$3.47K -51 -1%
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
$316K +$317K +4,667 New
US Bancorp
195
US Bancorp
Minnesota
$315K +$24.1K +354 +8%
HNWAG
196
High Net Worth Advisory Group
Florida
$305K
AMG
197
Asset Management Group
Connecticut
$305K +$476 +7 +0.2%
JAG
198
Journey Advisory Group
Kentucky
$297K
MIC
199
Means Investment Company
Maine
$291K -$6.66K -98 -2%
AA
200
Addison Advisors
Vermont
$287K +$288K +4,235 New