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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Maripau Wealth Management
Indiana
$788K +$127K +1,407 +21%
MFF
202
Michels Family Financial
Texas
$787K -$4.06K -45 -0.6%
FWP
203
Falcon Wealth Planning
California
$770K
ASN
204
Advisory Services Network
Georgia
$739K -$12.6K -140 -2%
OBWG
205
Onyx Bridge Wealth Group
New York
$709K -$69.5K -770 -10%
MCM
206
MidAtlantic Capital Management
Virginia
$699K
GWM
207
Geneos Wealth Management
Colorado
$696K +$180 +2 +0%
WIA
208
World Investment Advisors
California
$666K -$183K -2,025 -22%
NWM
209
Nova Wealth Management
Florida
$657K -$320K -3,541 -35%
QCM
210
Quantinno Capital Management
New York
$645K +$592K +6,565 New
WMWM
211
Whitaker-Myers Wealth Managers
Ohio
$641K -$1.99K -22 -0.3%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$636K
SC
213
Savant Capital
Illinois
$630K -$119K -1,324 -17%
IA
214
IFP Advisors
Florida
$618K -$8.12K -90 -1%
FA
215
Flagstar Advisors
New York
$617K +$13.4K +149 +2%
BWS
216
Buck Wealth Strategies
Colorado
$608K -$6.05K -67 -1%
ClearBridge Investments
217
ClearBridge Investments
New York
$607K -$56.8K -630 -9%
HWA
218
Heartwood Wealth Advisors
Virginia
$593K +$188K +2,089 +53%
AAS
219
Asset Allocation Strategies
Michigan
$592K +$5.78K +64 +1%
MAG
220
Mayfair Advisory Group
Alabama
$586K +$90 +1 +0%
IA
221
IFG Advisory
Georgia
$585K +$537K +5,948 New
IWP
222
Innova Wealth Partners
Pennsylvania
$583K +$249K +2,762 +87%
WCM
223
WealthTrak Capital Management
Virginia
$573K -$7.58K -84 -1%
IPAM
224
Investment Partners Asset Management
New Jersey
$566K +$520K +5,762 New
GS
225
GWN Securities
Florida
$550K +$31.9K +353 +7%