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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kaydan Wealth Management
Michigan
$354K – – –
AssetMark Inc
227
AssetMark Inc
California
$346K +$16.5K +216 +5%
LA
228
LexAurum Advisors
Kansas
$346K -$10.9K -143 -3%
IA
229
IFG Advisory
Georgia
$345K -$200K -2,623 -35%
LWM
230
Liberty Wealth Management
California
$338K +$533 +7 +0.1%
UIM
231
Unified Investment Management
Georgia
$337K -$686 -9 -0.2%
BW
232
Blalock Williams
Alabama
$336K – – –
US Bancorp
233
US Bancorp
Minnesota
$329K -$3.12K -41 -0.9%
MIC
234
Means Investment Company
Maine
$328K -$71.3K -936 -17%
MCM
235
MAI Capital Management
Ohio
$328K -$42.1K -553 -11%
AMG
236
Asset Management Group
Connecticut
$323K +$610 +8 +0.2%
HNWAG
237
High Net Worth Advisory Group
Florida
$321K – – –
JAG
238
Journey Advisory Group
Kentucky
$313K – – –
LFG
239
Larson Financial Group
Missouri
$309K – – –
NWM
240
Nova Wealth Management
Florida
$309K +$321K +4,219 +4,219%
MCWS
241
McKinley Carter Wealth Services
West Virginia
$299K -$152 -2 -0%
SWM
242
Silverlake Wealth Management
Vermont
$298K +$97K +1,273 +44%
RWM
243
Revisor Wealth Management
Ohio
$297K +$61.9K +812 +24%
AAS
244
Ameritas Advisory Services
Nebraska
$296K -$2.9K -38 -0.9%
PTC
245
Private Trust Company
Ohio
$286K +$140K +1,839 +85%
CA
246
Clearstead Advisors
Ohio
$278K – – –
NCMW
247
Northern Capital Management (Washington)
Washington
$277K – – –
GS
248
GWN Securities
Florida
$277K +$295K +3,878 New
DAS
249
Dynamic Advisor Solutions
Arizona
$277K +$23.9K +314 +9%
PCIA
250
Prime Capital Investment Advisors
Kansas
$276K +$295K +3,870 New