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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
$502K -$225K -3,026 -33%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$489K +$25.4K +341 +6%
Cerity Partners
203
Cerity Partners
New York
$488K -$24.8K -334 -5%
FA
204
Fermata Advisors
California
$486K -$90K -1,210 -17%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$482K -$123K -1,650 -22%
GIA
206
Gladstone Institutional Advisory
Florida
$479K +$13.8K +186 +3%
WCM
207
WealthTrak Capital Management
Virginia
$459K +$8.4K +113 +2%
BWA
208
BlueChip Wealth Advisors
Georgia
$456K +$11.2K +150 +3%
ASN
209
Advisory Services Network
Georgia
$451K -$91.2K -1,226 -18%
PA
210
Pinnacle Associates
New York
$449K -$96.7K -1,300 -19%
BOSSRA
211
B.O.S.S. Retirement Advisors
Utah
$443K -$2.53K -34 -0.6%
US Bancorp
212
US Bancorp
Minnesota
$441K +$66K +887 +19%
EAM
213
Everstar Asset Management
North Carolina
$437K -$89.2K -1,200 -18%
CCM
214
Coldstream Capital Management
Washington
$425K -$8.48K -114 -2%
TCA
215
Transcend Capital Advisors
New Jersey
$424K
WIM
216
Westside Investment Management
California
$421K
KFS
217
Kaizen Financial Strategies
California
$410K -$51.4K -691 -12%
BEI
218
Benjamin Edwards Inc
Missouri
$403K +$74 +1 +0%
IA
219
IFG Advisory
Georgia
$400K +$11.8K +159 +3%
SF
220
Summit Financial
New Jersey
$398K +$369K +4,959 New
KWM
221
Kaydan Wealth Management
Michigan
$397K
ECA
222
Elevation Capital Advisory
Oregon
$394K -$8.73M -117,347 -96%
OPTFSNA
223
Old Point Trust & Financial Services N A
Virginia
$389K +$319K +4,290 +774%
LA
224
LexAurum Advisors
Kansas
$387K -$1.41K -19 -0.4%
FIA
225
Foundations Investment Advisors
Arizona
$383K -$28.2K -379 -7%