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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
$410K
GS
227
GWN Securities
Florida
$397K +$8.81K +108 +2%
SWM
228
Silverlake Wealth Management
Vermont
$390K +$245 +3 +0.1%
BW
229
Blalock Williams
Alabama
$389K
AMM
230
American Money Management
California
$383K
AMG
231
Asset Management Group
Connecticut
$376K +$652 +8 +0.2%
HNWAG
232
High Net Worth Advisory Group
Florida
$372K
MCM
233
MAI Capital Management
Ohio
$370K +$571 +7 +0.2%
RF
234
rebel Financial
Ohio
$366K -$365K -4,477 Closed
JAG
235
Journey Advisory Group
Kentucky
$363K
MIC
236
Means Investment Company
Maine
$360K -$20.3K -249 -5%
US Bancorp
237
US Bancorp
Minnesota
$355K -$97.8K -1,200 -22%
SAM
238
Secure Asset Management
Michigan
$352K +$88.6K +1,087 +34%
EFA
239
Edge Financial Advisors
Illinois
$349K +$344K +4,222 New
RWM
240
Revisor Wealth Management
Ohio
$348K +$13.7K +168 +4%
LFG
241
Larson Financial Group
Missouri
$347K +$5.71K +70 +2%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$343K
PTC
243
Private Trust Company
Ohio
$337K -$2.45K -30 -0.7%
WIP
244
WealthCare Investment Partners
Rhode Island
$336K +$652 +8 +0.2%
UIM
245
Unified Investment Management
Georgia
$335K -$57.1K -700 -15%
CA
246
Clearstead Advisors
Ohio
$322K
NCMW
247
Northern Capital Management (Washington)
Washington
$321K
HFW
248
Horizon Family Wealth
Illinois
$319K +$571 +7 +0.2%
LWM
249
LongView Wealth Management
Georgia
$313K +$8.32K +102 +3%
MWM
250
Modern Wealth Management
Kansas
$312K -$571 -7 -0.2%