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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
176
Ridgewood Investments
New Jersey
$669K – – –
PFS
177
Prospera Financial Services
Texas
$663K -$1.84M -24,120 -72%
IWM
178
IHT Wealth Management
Illinois
$655K +$991 +13 +0.1%
AF
179
AtlasMark Financial
Texas
$643K – – –
HI
180
Harbour Investments
Wisconsin
$643K +$7.16K +94 +1%
FHA
181
First Horizon Advisors
Tennessee
$640K -$250K -3,280 -27%
AFM
182
Armstrong Fleming & Moore
District of Columbia
$632K +$674K +8,849 New
MWP
183
Madison Wealth Partners
Wisconsin
$615K -$45.5K -597 -6%
MFF
184
Michels Family Financial
Texas
$608K -$1.45K -19 -0.2%
BWA
185
Burt Wealth Advisors
Maryland
$600K +$1.07K +14 +0.2%
MA
186
Mutual Advisors
Nebraska
$593K -$49.1K -644 -7%
QCM
187
QRG Capital Management
Illinois
$589K +$628K +8,242 New
KAS
188
KPP Advisory Services
Kentucky
$574K -$13.5K -177 -2%
FWP
189
Falcon Wealth Planning
California
$572K – – –
FBT
190
First Bank & Trust
South Dakota
$554K +$271K +3,560 +85%
PAS
191
Park Avenue Securities
New York
$547K -$1.56M -20,450 -73%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$547K +$122K +1,600 +26%
WMWM
193
Whitaker-Myers Wealth Managers
Ohio
$546K -$21.1K -277 -3%
ClearBridge Investments
194
ClearBridge Investments
New York
$540K +$576K +7,558 New
RIA
195
Regal Investment Advisors
Michigan
$533K +$12.9K +169 +2%
KCFA
196
Key Client Fiduciary Advisors
New Jersey
$529K +$98.1K +1,287 +21%
AI
197
Atria Investments
North Carolina
$524K -$914 -12 -0.2%
FA
198
Fermata Advisors
California
$519K -$16.8K -220 -3%
MCM
199
MidAtlantic Capital Management
Virginia
$511K – – –
PA
200
Pinnacle Associates
New York
$493K +$160K +2,097 +44%