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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
176
Prospera Financial Services
Texas
$663K -$1.84M -24,120 -72%
IWM
177
IHT Wealth Management
Illinois
$655K +$991 +13 +0.1%
AF
178
AtlasMark Financial
Texas
$643K
HI
179
Harbour Investments
Wisconsin
$643K +$7.16K +94 +1%
FHA
180
First Horizon Advisors
Tennessee
$640K -$250K -3,280 -27%
AFM
181
Armstrong Fleming & Moore
District of Columbia
$632K +$674K +8,849 New
MWP
182
Madison Wealth Partners
Wisconsin
$615K -$45.5K -597 -6%
MFF
183
Michels Family Financial
Texas
$608K -$1.45K -19 -0.2%
BWA
184
Burt Wealth Advisors
Maryland
$600K +$1.07K +14 +0.2%
MA
185
Mutual Advisors
Nebraska
$593K -$49.1K -644 -7%
QCM
186
QRG Capital Management
Illinois
$589K +$628K +8,242 New
KAS
187
KPP Advisory Services
Kentucky
$574K -$13.5K -177 -2%
FWP
188
Falcon Wealth Planning
California
$572K
FBT
189
First Bank & Trust
South Dakota
$554K +$271K +3,560 +85%
PAS
190
Park Avenue Securities
New York
$547K -$1.56M -20,450 -73%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$547K +$122K +1,600 +26%
WMWM
192
Whitaker-Myers Wealth Managers
Ohio
$546K -$21.1K -277 -3%
ClearBridge Investments
193
ClearBridge Investments
New York
$540K +$576K +7,558 New
RIA
194
Regal Investment Advisors
Michigan
$533K +$12.9K +169 +2%
KCFA
195
Key Client Fiduciary Advisors
New Jersey
$529K +$98.1K +1,287 +21%
AI
196
Atria Investments
North Carolina
$524K -$914 -12 -0.2%
FA
197
Fermata Advisors
California
$519K -$16.8K -220 -3%
MCM
198
MidAtlantic Capital Management
Virginia
$511K
PA
199
Pinnacle Associates
New York
$493K +$160K +2,097 +44%
FA
200
Flagstar Advisors
New York
$485K -$64.3K -844 -11%