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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIM
226
Unified Investment Management
Georgia
$381K +$2.6K +35 +0.7%
LWM
227
Liberty Wealth Management
California
$380K +$520 +7 +0.1%
SWM
228
Silverlake Wealth Management
Vermont
$378K +$39.9K +537 +13%
BW
229
Blalock Williams
Alabama
$377K
GS
230
GWN Securities
Florida
$376K +$59.6K +802 +21%
AMM
231
American Money Management
California
$371K -$77.2K -1,038 -18%
MIC
232
Means Investment Company
Maine
$369K +$223 +3 +0.1%
AMG
233
Asset Management Group
Connecticut
$364K +$595 +8 +0.2%
HNWAG
234
High Net Worth Advisory Group
Florida
$361K
RF
235
rebel Financial
Ohio
$359K +$333K +4,477 New
MCM
236
MAI Capital Management
Ohio
$359K -$9.07K -122 -3%
MWM
237
Maripau Wealth Management
Indiana
$359K +$49.1K +660 +17%
SAW
238
Signal Advisors Wealth
Michigan
$359K +$51.4K +691 +18%
DC
239
Davenport & Co
Virginia
$357K -$2.6M -35,020 -89%
JAG
240
Journey Advisory Group
Kentucky
$352K
Baird Financial Group
241
Baird Financial Group
Wisconsin
$333K -$853K -11,476 -73%
LFG
242
Larson Financial Group
Missouri
$331K -$14.8K -199 -5%
WIP
243
WealthCare Investment Partners
Rhode Island
$330K +$520 +7 +0.2%
PTC
244
Private Trust Company
Ohio
$329K +$7.36K +99 +2%
RWM
245
Revisor Wealth Management
Ohio
$326K -$9.37K -126 -3%
AAS
246
Ameritas Advisory Services
Nebraska
$320K -$9K -121 -3%
CA
247
Clearstead Advisors
Ohio
$312K -$74 -1 -0%
NCMW
248
Northern Capital Management (Washington)
Washington
$311K
HFW
249
Horizon Family Wealth
Illinois
$308K +$520 +7 +0.2%
DAS
250
Dynamic Advisor Solutions
Arizona
$307K -$3.2K -43 -1%