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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Belpointe Asset Management
Nevada
$808K -$46.6K -573 -5%
PA
177
PFG Advisors
Arizona
$794K -$2.32M -28,512 -74%
PWP
178
Ponta Wealth Partners
Florida
$780K +$794K +9,774 New
KCFA
179
Key Client Fiduciary Advisors
New Jersey
$776K +$67.1K +825 +9%
TI
180
Truepoint Inc
Ohio
$773K +$12K +148 +2%
KW
181
Keyvantage Wealth
Pennsylvania
$772K -$8.05K -99 -1%
DC
182
Davenport & Co
Virginia
$765K +$123K +1,515 +19%
MWP
183
Madison Wealth Partners
Wisconsin
$758K -$9.59K -118 -1%
Corient Private Wealth
184
Corient Private Wealth
Florida
$757K -$72.2K -888 -9%
AFG
185
Atomi Financial Group
New York
$746K -$1.22K -15 -0.2%
SAW
186
Signal Advisors Wealth
Michigan
$744K +$68.7K +845 +10%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$742K -$154K -1,893 -17%
FFL
188
Financial Freedom LLC
Ohio
$742K -$41.9K -515 -5%
BWS
189
Buck Wealth Strategies
Colorado
$741K -$757K -9,315 -50%
SC
190
Savant Capital
Illinois
$738K -$345K -4,247 -31%
IWM
191
IHT Wealth Management
Illinois
$720K
AF
192
AtlasMark Financial
Texas
$719K
WIA
193
World Investment Advisors
California
$713K +$726K +8,934 New
TRCT
194
Tower Research Capital (TRC)
New York
$693K +$705K +8,676 New
OBWG
195
Onyx Bridge Wealth Group
New York
$686K -$183K -2,257 -21%
MA
196
Mutual Advisors
Nebraska
$669K +$81 +1 +0%
ML
197
MLP3 LLC
New Jersey
$663K +$675K +8,309 New
RIA
198
Regal Investment Advisors
Michigan
$658K -$474K -5,837 -41%
MFF
199
Michels Family Financial
Texas
$654K +$1.63K +20 +0.2%
FWP
200
Falcon Wealth Planning
California
$637K