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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
Flagstar Advisors
New York
$485K -$64.3K -844 -11%
ASN
202
Advisory Services Network
Georgia
$482K -$914 -12 -0.2%
EAM
203
Everstar Asset Management
North Carolina
$475K -$99.8K -1,310 -16%
AFS
204
AFG Fiduciary Services
Massachusetts
$467K – – –
GWM
205
Geneos Wealth Management
Colorado
$466K +$47.1K +618 +10%
Cerity Partners
206
Cerity Partners
New York
$459K -$6.02K -79 -1%
AA
207
Addison Advisors
Vermont
$455K – – –
CIAS
208
CFS Investment Advisory Services
New Jersey
$451K +$481K +6,319 New
FA
209
Faithward Advisors
Pennsylvania
$450K +$66.2K +869 +16%
HF
210
HRT Financial
New York
$434K +$464K +6,083 New
DIP
211
Davis Investment Partners
North Carolina
$433K – – –
KFS
212
Kaizen Financial Strategies
California
$415K -$22.5K -295 -5%
GIA
213
Gladstone Institutional Advisory
Florida
$413K -$1.81M -23,692 -80%
AMM
214
American Money Management
California
$405K – – –
WCM
215
WealthTrak Capital Management
Virginia
$401K -$18.7K -246 -4%
BOSSRA
216
B.O.S.S. Retirement Advisors
Utah
$396K +$423K +5,550 New
BWA
217
BlueChip Wealth Advisors
Georgia
$396K +$422K +5,539 New
CCM
218
Coldstream Capital Management
Washington
$386K – – –
TCA
219
Transcend Capital Advisors
New Jersey
$378K +$20.3K +266 +5%
WIM
220
Westside Investment Management
California
$376K -$136K -1,789 -25%
FIA
221
Foundations Investment Advisors
Arizona
$368K -$2.5M -32,853 -86%
ML
222
McAdam LLC
Pennsylvania
$368K -$152K -1,992 -28%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$364K +$408K +5,350 +1,338%
BEI
224
Benjamin Edwards Inc
Missouri
$359K – – –
AT
225
Avalon Trust
New Mexico
$357K – – –