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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$346K +$16.5K +216 +5%
LA
227
LexAurum Advisors
Kansas
$346K -$10.9K -143 -3%
IA
228
IFG Advisory
Georgia
$345K -$200K -2,623 -35%
LWM
229
Liberty Wealth Management
California
$338K +$533 +7 +0.1%
UIM
230
Unified Investment Management
Georgia
$337K -$686 -9 -0.2%
BW
231
Blalock Williams
Alabama
$336K
US Bancorp
232
US Bancorp
Minnesota
$329K -$3.12K -41 -0.9%
MIC
233
Means Investment Company
Maine
$328K -$71.3K -936 -17%
MCM
234
MAI Capital Management
Ohio
$328K -$42.1K -553 -11%
AMG
235
Asset Management Group
Connecticut
$323K +$610 +8 +0.2%
HNWAG
236
High Net Worth Advisory Group
Florida
$321K
JAG
237
Journey Advisory Group
Kentucky
$313K
LFG
238
Larson Financial Group
Missouri
$309K
NWM
239
Nova Wealth Management
Florida
$309K +$321K +4,219 +4,219%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$299K -$152 -2 -0%
SWM
241
Silverlake Wealth Management
Vermont
$298K +$97K +1,273 +44%
RWM
242
Revisor Wealth Management
Ohio
$297K +$61.9K +812 +24%
AAS
243
Ameritas Advisory Services
Nebraska
$296K -$2.9K -38 -0.9%
PTC
244
Private Trust Company
Ohio
$286K +$140K +1,839 +85%
CA
245
Clearstead Advisors
Ohio
$278K
NCMW
246
Northern Capital Management (Washington)
Washington
$277K
GS
247
GWN Securities
Florida
$277K +$295K +3,878 New
DAS
248
Dynamic Advisor Solutions
Arizona
$277K +$23.9K +314 +9%
PCIA
249
Prime Capital Investment Advisors
Kansas
$276K +$295K +3,870 New
HFW
250
Horizon Family Wealth
Illinois
$274K -$81K -1,063 -22%