We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Trilogy Capital
California
$358K -$259K -3,191 -42%
JAG
252
Journey Advisory Group
Kentucky
$350K
AF
253
Allworth Financial
California
$346K +$67.3K +828 +24%
US Bancorp
254
US Bancorp
Minnesota
$346K +$3.41K +42 +1%
UIM
255
Unified Investment Management
Georgia
$331K +$8.29K +102 +3%
WIP
256
WealthCare Investment Partners
Rhode Island
$330K +$894 +11 +0.3%
EFA
257
Edge Financial Advisors
Illinois
$329K -$8.05K -99 -2%
LWM
258
LongView Wealth Management
Georgia
$323K +$9.02K +111 +3%
MS
259
Monetary Solutions
Ohio
$322K +$327K +4,028 New
MIC
260
Means Investment Company
Maine
$320K -$28.1K -346 -8%
LWM
261
Liberty Wealth Management
California
$314K -$83.3K -1,025 -21%
CA
262
Clearstead Advisors
Ohio
$311K
TSWM
263
Triangle Securities Wealth Management
North Carolina
$310K +$107K +1,313 +51%
NCMW
264
Northern Capital Management (Washington)
Washington
$310K
DAS
265
Dynamic Advisor Solutions
Arizona
$308K +$14.8K +182 +5%
RIA
266
Richwood Investment Advisors
Ohio
$308K -$2.03K -25 -0.7%
CCM
267
Compass Capital Management
Minnesota
$307K +$312K +3,840 New
RW
268
Rede Wealth
Virginia
$302K +$308K +3,786 New
TC
269
TAGStone Capital
North Carolina
$300K +$325 +4 +0.1%
JCM
270
Jacobi Capital Management
Pennsylvania
$297K +$16.2K +199 +6%
PTC
271
Private Trust Company
Ohio
$297K -$28.7K -353 -9%
IAIM
272
International Assets Investment Management
Florida
$292K +$297K +3,659 New
HWA
273
Heartwood Wealth Advisors
Virginia
$291K +$123K +1,508 +70%
MWM
274
Modern Wealth Management
Kansas
$288K -$13.2K -163 -4%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$287K -$2.01M -24,697 -87%