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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$363K -$333K -4,350 -48%
UIM
227
Unified Investment Management
Georgia
$357K +$361K +4,722 New
CPWA
228
Cerro Pacific Wealth Advisors
California
$357K +$374K +4,888 New
LWM
229
Liberty Wealth Management
California
$357K -$4.44K -58 -1%
BW
230
Blalock Williams
Alabama
$355K +$360K +4,700 New
US Bancorp
231
US Bancorp
Minnesota
$351K
AssetMark Inc
232
AssetMark Inc
California
$349K +$39.6K +518 +13%
AMG
233
Asset Management Group
Connecticut
$341K +$765 +10 +0.2%
HNWAG
234
High Net Worth Advisory Group
Florida
$340K
PPW
235
Parcion Private Wealth
Washington
$331K +$335K +4,377 New
LFG
236
Larson Financial Group
Missouri
$327K
FBT
237
First Bank & Trust
South Dakota
$316K +$321K +4,189 New
MCWS
238
McKinley Carter Wealth Services
West Virginia
$316K -$246K -3,212 -43%
AAS
239
Ameritas Advisory Services
Nebraska
$313K +$58.3K +762 +22%
VAMG
240
Voisard Asset Management Group
Michigan
$309K -$641K -8,379 -67%
WIP
241
WealthCare Investment Partners
Rhode Island
$306K +$689 +9 +0.2%
JAG
242
Journey Advisory Group
Kentucky
$297K
CA
243
Clearstead Advisors
Ohio
$294K
NCMW
244
Northern Capital Management (Washington)
Washington
$293K
RW
245
Rede Wealth
Virginia
$286K
RIA
246
Richwood Investment Advisors
Ohio
$283K -$20.7K -270 -7%
BAMG
247
Brand Asset Management Group
Missouri
$278K -$4.59K -60 -2%
SG
248
StoneX Group
New York
$278K +$612 +8 +0.2%
TC
249
TAGStone Capital
North Carolina
$276K +$383 +5 +0.1%
DAS
250
Dynamic Advisor Solutions
Arizona
$269K -$612 -8 -0.2%