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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
226
WealthTrak Capital Management
Virginia
$461K -$2.19K -27 -0.5%
SWM
227
Silverlake Wealth Management
Vermont
$460K +$85.7K +1,055 +22%
Cerity Partners
228
Cerity Partners
New York
$451K -$77.4K -952 -14%
BWA
229
BlueChip Wealth Advisors
Georgia
$444K +$234K +2,881 +107%
KFS
230
Kaizen Financial Strategies
California
$442K +$1.22K +15 +0.3%
FA
231
Fermata Advisors
California
$439K -$975 -12 -0.2%
EAM
232
Everstar Asset Management
North Carolina
$435K
SWP
233
Stratos Wealth Partners
Ohio
$432K +$173K +2,123 +65%
TCA
234
Transcend Capital Advisors
New Jersey
$422K
WIM
235
Westside Investment Management
California
$421K
IA
236
IFG Advisory
Georgia
$412K +$8.62K +106 +2%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$409K +$416K +5,119 New
GS
238
GWN Securities
Florida
$406K +$24.6K +303 +6%
KWM
239
Kaydan Wealth Management
Michigan
$395K
CCA
240
Carrera Capital Advisors
Michigan
$394K +$401K +4,936 New
PFPG
241
Pinnacle Financial Partners (Georgia)
Georgia
$389K +$396K +4,870 New
DIP
242
Davis Investment Partners
North Carolina
$387K -$122K -1,500 -24%
DADC
243
D.A. Davidson & Co
Montana
$383K +$109K +1,340 +39%
BW
244
Blalock Williams
Alabama
$375K
RWM
245
Revisor Wealth Management
Ohio
$372K +$21.6K +266 +6%
AMM
246
American Money Management
California
$370K
RF
247
rebel Financial
Ohio
$368K +$375K +4,608 New
AMG
248
Asset Management Group
Connecticut
$364K +$975 +12 +0.3%
SAM
249
Secure Asset Management
Michigan
$362K +$21.7K +267 +6%
HNWAG
250
High Net Worth Advisory Group
Florida
$359K