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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
201
Journey Advisory Group
Kentucky
$283K
MWM
202
Maripau Wealth Management
Indiana
$282K +$48.6K +828 +23%
BWL
203
Bogart Wealth LLC
Virginia
$282K -$21.5M -365,815 -99%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$277K -$24.4K -416 -9%
MAG
205
Mayfair Advisory Group
Alabama
$275K +$26.1K +444 +11%
KFS
206
Kaizen Financial Strategies
California
$274K +$1.29K +22 +0.5%
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$269K +$245K +4,170 New
RIA
208
Richwood Investment Advisors
Ohio
$268K
MIC
209
Means Investment Company
Maine
$266K +$243K +4,135 New
WIP
210
WealthCare Investment Partners
Rhode Island
$255K +$1.23K +21 +0.5%
AFG
211
Atomi Financial Group
New York
$250K -$19K -324 -8%
BAMG
212
Brand Asset Management Group
Missouri
$249K
SG
213
StoneX Group
New York
$247K -$118 -2 -0.1%
CW
214
CreativeOne Wealth
Kansas
$245K +$223K +3,802 New
RW
215
Rede Wealth
Virginia
$244K -$8.81K -150 -4%
LG
216
LaFleur & Godfrey
Michigan
$243K +$222K +3,777 New
PFPT
217
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K -$54.1K -921 -20%
Betterment LLC
218
Betterment LLC
New York
$232K +$211K +3,596 New
TC
219
TAGStone Capital
North Carolina
$228K +$207K +3,531 New
Cerity Partners
220
Cerity Partners
New York
$227K +$207K +3,528 New
HFA
221
High Falls Advisors
New York
$226K
BCI
222
Brinker Capital Investments
Pennsylvania
$224K -$897K -15,267 -81%
OPS
223
Orion Portfolio Solutions
Nebraska
$224K -$897K -15,267 -81%
RBFC
224
Roman Butler Fullerton & Co
Missouri
$223K +$20.4K +348 New
ICP
225
Interchange Capital Partners
Pennsylvania
$222K +$203K +3,447 New