We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Addison Advisors
Vermont
$633K +$39.7K +485 +6%
GIA
202
Gladstone Institutional Advisory
Florida
$629K +$121K +1,474 +23%
OBWG
203
Onyx Bridge Wealth Group
New York
$629K -$50.1K -612 -7%
FWP
204
Falcon Wealth Planning
California
$617K -$12.3K -150 -2%
SC
205
Savant Capital
Illinois
$609K -$124K -1,508 -16%
ASN
206
Advisory Services Network
Georgia
$603K
MCM
207
MidAtlantic Capital Management
Virginia
$560K
GWM
208
Geneos Wealth Management
Colorado
$557K +$164 +2 +0%
EPW
209
Evolve Private Wealth
California
$550K
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$544K +$272K +3,316 +92%
AFS
211
AFG Fiduciary Services
Massachusetts
$544K
ClearBridge Investments
212
ClearBridge Investments
New York
$536K -$50.5K -616 -8%
MWM
213
Maripau Wealth Management
Indiana
$521K +$17.9K +219 +3%
WMWM
214
Whitaker-Myers Wealth Managers
Ohio
$515K -$11.1K -135 -2%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$510K
IA
216
IFP Advisors
Florida
$502K +$10.6K +129 +2%
BWS
217
Buck Wealth Strategies
Colorado
$492K -$249K -3,038 -33%
MAG
218
Mayfair Advisory Group
Alabama
$486K -$111K -1,353 -18%
PFS
219
Prospera Financial Services
Texas
$485K -$16.1K -196 -3%
FA
220
Flagstar Advisors
New York
$483K -$32.3K -394 -6%
AAS
221
Asset Allocation Strategies
Michigan
$469K -$36.1K -441 -7%
KFS
222
Kaizen Financial Strategies
California
$467K -$6.72K -82 -1%
WCM
223
WealthTrak Capital Management
Virginia
$466K +$11.1K +135 +2%
BCA
224
Bay Colony Advisors
Massachusetts
$460K -$9.83K -120 -2%
CCM
225
Coldstream Capital Management
Washington
$442K -$107K -1,301 -19%