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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPFG
301
Landing Point Financial Group
Ohio
$214K
DC
302
Dahring Cusmano
Michigan
$213K +$410 +5 +0.2%
Lido Advisors
303
Lido Advisors
California
$211K +$219K +2,674 New
BCG
304
Breakwater Capital Group
New Jersey
$208K +$217K +2,643 New
FA
305
FC Advisory
Pennsylvania
$208K
BWA
306
BlueChip Wealth Advisors
Georgia
$207K -$240K -2,934 -53%
CAM
307
Clark Asset Management
New Hampshire
$207K
PA
308
Procyon Advisors
Connecticut
$204K -$17.3K -211 -8%
OWA
309
Opal Wealth Advisors
New York
$203K
ANBT
310
American National Bank & Trust
Texas
$198K
TPCW
311
TD Private Client Wealth
New York
$187K -$1.23K -15 -0.6%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$187K -$1.06K -13 -0.5%
GIP
313
Granite Investment Partners
California
$174K +$82 +1 +0%
CSB
314
City State Bank
Iowa
$169K
TLA
315
Tanglewood Legacy Advisors
Texas
$165K
CI
316
CX Institutional
Indiana
$163K -$15K -183 -8%
PA
317
Parallel Advisors
California
$146K
BTD
318
BankPlus Trust Department
Mississippi
$138K
PB
319
Pinnacle Bancorp
Nebraska
$138K -$38K -464 -21%
NB
320
NBT Bank
New York
$130K +$129K +1,572 +1,965%
FHC
321
First Horizon Corporation
Tennessee
$128K
FP
322
Financial Perspectives
Minnesota
$123K +$164 +2 +0.1%
OCWP
323
Owl Creek Wealth Partners
Colorado
$122K +$127K +1,550 New
CF
324
Centaurus Financial
California
$116K +$82 +1 +0.1%
AT
325
Avalon Trust
New Mexico
$94.5K