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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
276
Dahring Cusmano
Michigan
$235K -$4.76K -64 -2%
ICMM
277
Integrated Capital Management (Michigan)
Michigan
$232K -$74 -1 -0%
MPIA
278
Milestones Private Investment Advisors
New York
$231K +$214K +2,884 New
SFG
279
Snider Financial Group
Washington
$230K
RIP
280
RAM Investment Partners
Washington
$230K
SI
281
Stephens Inc
Arkansas
$229K -$7.14K -96 -3%
PCA
282
Prosperity Capital Advisors
Ohio
$228K +$74 +1 +0%
MWM
283
Mascagni Wealth Management
Mississippi
$227K -$26.4K -355 -11%
AF
284
Allworth Financial
California
$225K -$1.78K -24 -0.8%
SFG
285
Sage Financial Group
Pennsylvania
$224K -$37.7K -507 -15%
LPFG
286
Landing Point Financial Group
Ohio
$218K +$202K +2,720 New
MF
287
Montis Financial
Massachusetts
$215K -$48.1K -647 -19%
BIG
288
Brookwood Investment Group
Arizona
$212K +$196K +2,638 New
IWN
289
Independent Wealth Network
Iowa
$211K -$74.3K -999 -27%
SAM
290
Smartleaf Asset Management
Massachusetts
$211K +$23.2K +312 +13%
VA
291
Valmark Advisers
Ohio
$209K +$194K +2,608 New
PA
292
Procyon Advisors
Connecticut
$208K +$193K +2,596 New
OWA
293
Opal Wealth Advisors
New York
$206K
DADC
294
D.A. Davidson & Co
Montana
$206K +$190K +2,562 New
TPCW
295
TD Private Client Wealth
New York
$204K -$11.5K -155 -6%
LSA
296
Lansing Street Advisors
Pennsylvania
$203K +$188K +2,535 New
AQR Capital Management
297
AQR Capital Management
Connecticut
$203K +$188K +2,524 New
ANBT
298
American National Bank & Trust
Texas
$202K +$187K +2,512 New
BCG
299
Breakwater Capital Group
New Jersey
$200K +$186K +2,497 New
SWP
300
Strategic Wealth Partners
Ohio
$197K +$183K +2,455 New