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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$342K -$107K -1,309 -23%
US Bancorp
252
US Bancorp
Minnesota
$341K
SAM
253
Secure Asset Management
Michigan
$340K -$17.6K -215 -5%
UIM
254
Unified Investment Management
Georgia
$338K +$11.1K +135 +3%
CCA
255
Carrera Capital Advisors
Michigan
$337K -$54.1K -660 -13%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$331K -$410K -5,003 -54%
WIP
257
WealthCare Investment Partners
Rhode Island
$328K +$492 +6 +0.1%
MIC
258
Means Investment Company
Maine
$324K +$8.36K +102 +3%
DAS
259
Dynamic Advisor Solutions
Arizona
$323K +$19.4K +237 +6%
LWM
260
Liberty Wealth Management
California
$318K +$8.36K +102 +3%
MS
261
Monetary Solutions
Ohio
$317K +$82 +1 +0%
JCM
262
Jacobi Capital Management
Pennsylvania
$311K +$19.1K +233 +6%
HWA
263
Heartwood Wealth Advisors
Virginia
$311K +$24.3K +297 +8%
CA
264
Clearstead Advisors
Ohio
$306K
NCMW
265
Northern Capital Management (Washington)
Washington
$306K
TC
266
TAGStone Capital
North Carolina
$304K +$9.18K +112 +3%
CCM
267
Compass Capital Management
Minnesota
$302K
RW
268
Rede Wealth
Virginia
$298K
RIA
269
Richwood Investment Advisors
Ohio
$293K
MWM
270
Modern Wealth Management
Kansas
$293K +$5.08K +62 +2%
CIAS
271
CFS Investment Advisory Services
New Jersey
$292K -$221K -2,702 -45%
TC
272
Trilogy Capital
California
$288K -$68.5K -836 -19%
SIM
273
Studio Investment Management
Illinois
$283K +$36.1K +441 +14%
PTC
274
Private Trust Company
Ohio
$281K -$12.9K -158 -4%
BAMG
275
Brand Asset Management Group
Missouri
$275K