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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
$822K +$25.7K +314 +3%
CIA
177
Cape Investment Advisory
Georgia
$815K -$28.6K -349 -3%
NWM
178
Nova Wealth Management
Florida
$806K -$962K -11,739 -53%
KCFA
179
Key Client Fiduciary Advisors
New Jersey
$774K +$8.52K +104 +1%
WH
180
Willner & Heller
California
$771K -$31.6K -386 -4%
PWP
181
Ponta Wealth Partners
Florida
$770K
PA
182
PFG Advisors
Arizona
$756K -$29.2K -356 -4%
SAW
183
Signal Advisors Wealth
Michigan
$750K +$16.4K +200 +2%
IAA
184
Independent Advisor Alliance
North Carolina
$744K +$774K +9,444 New
Corient Private Wealth
185
Corient Private Wealth
Florida
$742K -$5.41K -66 -0.7%
KW
186
Keyvantage Wealth
Pennsylvania
$740K -$22.6K -276 -3%
FFL
187
Financial Freedom LLC
Ohio
$733K +$737 +9 +0.1%
WIA
188
World Investment Advisors
California
$721K +$17.6K +215 +2%
AF
189
AtlasMark Financial
Texas
$719K
SAG
190
Sentinel Advisory Group
Wisconsin
$709K +$737K +9,000 New
RIA
191
Regal Investment Advisors
Michigan
$705K +$57.9K +707 +9%
IWM
192
IHT Wealth Management
Illinois
$700K -$10.2K -125 -1%
MCM
193
MAI Capital Management
Ohio
$696K +$117K +1,426 +19%
AFG
194
Atomi Financial Group
New York
$671K -$66.9K -817 -9%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$669K +$72.7K +887 +11%
MA
196
Mutual Advisors
Nebraska
$661K +$1.39K +17 +0.2%
IWA
197
IBEX Wealth Advisors
New Jersey
$660K +$687K +8,383 New
RI
198
Ridgewood Investments
New Jersey
$649K +$675K +8,245 New
ML
199
MLP3 LLC
New Jersey
$642K -$13.3K -162 -2%
MFF
200
Michels Family Financial
Texas
$634K -$11.5K -140 -2%