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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$220K +$223K +2,918 New
BWL
277
Bogart Wealth LLC
Virginia
$220K +$230 +3 +0.1%
SWM
278
Silverlake Wealth Management
Vermont
$219K +$222K +2,896 New
RIP
279
RAM Investment Partners
Washington
$216K
LPFG
280
Landing Point Financial Group
Ohio
$215K +$208K +2,720 New
MWM
281
Mosley Wealth Management
California
$212K -$4.67K -61 -2%
IWN
282
Independent Wealth Network
Iowa
$210K +$213K +2,781 New
Citadel Advisors
283
Citadel Advisors
Florida
$207K -$117K -1,524 -36%
SWP
284
Stratos Wealth Partners
Ohio
$205K +$208K +2,715 New
WCAMG
285
Woodard & Company Asset Management Group
North Carolina
$182K -$5.51K -72 -3%
EBA
286
Eagle Bay Advisors
New York
$181K
PB
287
Pinnacle Bancorp
Nebraska
$170K +$173K +2,255 New
GIP
288
Granite Investment Partners
California
$167K +$169K +2,209 New
PTC
289
Private Trust Company
Ohio
$163K +$24.1K +315 +17%
CSB
290
City State Bank
Iowa
$162K
TLA
291
Tanglewood Legacy Advisors
Texas
$158K +$160K +2,094 New
CAS
292
Coppell Advisory Solutions
Texas
$150K +$151K +1,979 New
SAM
293
Smartleaf Asset Management
Massachusetts
$147K +$4.82K +63 +3%
BTD
294
BankPlus Trust Department
Mississippi
$132K +$134K +1,752 New
NB
295
NBT Bank
New York
$125K
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K
LDB
297
Lee, Danner & Bass
Tennessee
$113K +$115K +1,500 New
FP
298
Financial Perspectives
Minnesota
$105K +$230 +3 +0.2%
CJ
299
Caitlin John
Michigan
$104K -$77 -1 -0.1%
CF
300
Centaurus Financial
California
$103K +$104K +1,360 New