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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mosley Wealth Management
California
$205K +$191K +2,751 New
EIP
252
Ellis Investment Partners
Pennsylvania
$202K +$192K +2,764 New
WCAMG
253
Woodard & Company Asset Management Group
North Carolina
$181K -$6.38K -92 -4%
EBA
254
Eagle Bay Advisors
New York
$175K
Jones Financial Companies
255
Jones Financial Companies
Missouri
$169K +$113K +1,623 +233%
CSB
256
City State Bank
Iowa
$157K
AWM
257
Aspire Wealth Management
Massachusetts
$156K +$2.29K +33 +2%
SAM
258
Smartleaf Asset Management
Massachusetts
$137K +$11.7K +168 +10%
PTC
259
Private Trust Company
Ohio
$135K
NB
260
NBT Bank
New York
$121K
PCMC
261
Private Capital Management (Colorado)
Colorado
$113K -$17.8K -256 -14%
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K
CJ
263
Caitlin John
Michigan
$108K -$25.7K -371 -21%
FP
264
Financial Perspectives
Minnesota
$101K +$208 +3 +0.2%
MWM
265
MGB Wealth Management
Texas
$94.9K
PA
266
Parallel Advisors
California
$80.3K
SS
267
Sunbelt Securities
Texas
$80.1K
MRCM
268
M&R Capital Management
New Jersey
$79.7K +$41.2K +594 +119%
CWP
269
Concord Wealth Partners
Virginia
$75.4K +$71.7K +1,033 New
CAL
270
Capital Advisors Ltd
Ohio
$66K
OA
271
Operose Advisors
Wisconsin
$64.8K
PWA
272
Provenance Wealth Advisors
Florida
$64.7K +$61.5K +886 New
Franklin Resources
273
Franklin Resources
California
$61.9K +$5.06K +73 +10%
SJIM
274
St. Johns Investment Management
Florida
$58.4K -$6.94K -100 -11%
MFT
275
Moisand Fitzgerald Tamayo
Florida
$56.5K