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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
$534K +$48.7K +702 +11%
ML
177
McAdam LLC
Pennsylvania
$525K +$30K +433 +6%
MCM
178
MidAtlantic Capital Management
Virginia
$522K
WIM
179
Westside Investment Management
California
$515K
AFS
180
AFG Fiduciary Services
Massachusetts
$501K
BWA
181
BlueChip Wealth Advisors
Georgia
$498K +$7.98K +115 +2%
D.E. Shaw & Co
182
D.E. Shaw & Co
New York
$497K +$149K +2,143 +46%
RIA
183
Regal Investment Advisors
Michigan
$487K -$57.4K -827 -11%
SWA
184
Stratos Wealth Advisors
Ohio
$472K
AA
185
Addison Advisors
Vermont
$465K +$148K +2,140 +51%
DIP
186
Davis Investment Partners
North Carolina
$457K
KCFA
187
Key Client Fiduciary Advisors
New Jersey
$446K +$1.04K +15 +0.2%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$438K
MAG
189
Mayfair Advisory Group
Alabama
$423K +$9.99K +144 +3%
GWM
190
Geneos Wealth Management
Colorado
$421K -$3.75K -54 -0.9%
AMM
191
American Money Management
California
$414K
VA
192
Valmark Advisers
Ohio
$411K +$390K +5,627 New
KFS
193
Kaizen Financial Strategies
California
$408K +$35.7K +514 +10%
PA
194
Promethium Advisors
Maryland
$402K +$382K +5,511 New
CCM
195
Coldstream Capital Management
Washington
$395K -$33.9K -488 -8%
ASN
196
Advisory Services Network
Georgia
$379K
TCA
197
Transcend Capital Advisors
New Jersey
$378K
GIA
198
Gladstone Institutional Advisory
Florida
$373K -$208 -3 -0.1%
BEI
199
Benjamin Edwards Inc
Missouri
$366K +$348K +5,017 New
AT
200
Avalon Trust
New Mexico
$365K