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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
176
Silver Oak Securities
Tennessee
$785K -$119K -1,461 -13%
AFG
177
Atomi Financial Group
New York
$774K -$366K -4,495 -32%
IWM
178
IHT Wealth Management
Illinois
$746K -$12.2K -150 -2%
AF
179
AtlasMark Financial
Texas
$745K
KCFA
180
Key Client Fiduciary Advisors
New Jersey
$736K +$87.7K +1,076 +14%
SAW
181
Signal Advisors Wealth
Michigan
$701K +$326K +4,004 +90%
MA
182
Mutual Advisors
Nebraska
$692K +$6.12K +75 +0.9%
MFF
183
Michels Family Financial
Texas
$676K -$19.3K -237 -3%
DC
184
Davenport & Co
Virginia
$668K +$295K +3,618 +81%
RI
185
Ridgewood Investments
New Jersey
$666K -$39.1K -479 -6%
AI
186
Atria Investments
North Carolina
$665K -$25.1K -308 -4%
FWP
187
Falcon Wealth Planning
California
$660K
TC
188
Trilogy Capital
California
$635K +$61.5K +754 +11%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$630K +$621K +7,611 New
PAS
190
Park Avenue Securities
New York
$628K +$12.5K +153 +2%
ClearBridge Investments
191
ClearBridge Investments
New York
$625K
AA
192
Addison Advisors
Vermont
$625K -$13K -160 -2%
MCM
193
MidAtlantic Capital Management
Virginia
$592K
BCI
194
Brinker Capital Investments
Pennsylvania
$591K +$299K +3,669 +105%
GWM
195
Geneos Wealth Management
Colorado
$585K -$99.6K -1,221 -15%
AAS
196
Asset Allocation Strategies
Michigan
$576K -$231K -2,830 -29%
AssetMark Inc
197
AssetMark Inc
California
$572K +$7.66K +94 +1%
CCM
198
Coldstream Capital Management
Washington
$572K +$132K +1,620 +31%
AFS
199
AFG Fiduciary Services
Massachusetts
$556K
IA
200
IFP Advisors
Florida
$550K +$19K +233 +4%