We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$7.3K -$5.8K -78 -46%
BDPWM
352
Barnes Dennig Private Wealth Management
Ohio
$6.26K – – –
TCOT
353
Trust Company of Toledo
Ohio
$5.05K +$4.68K +63 New
S
354
SignatureFD
Georgia
$4.81K – – –
NC
355
North Capital
Utah
$4.52K – – –
PA
356
Pineridge Advisors
Missouri
$4.5K – – –
AUB
357
Atlantic Union Bankshares
Virginia
$4.17K +$3.87K +52 New
ADL
358
Asset Dedication LLC
California
$3.87K – – –
EWM
359
EPG Wealth Management
Georgia
$3.85K – – –
RPCA
360
Running Point Capital Advisors
California
$3.69K – – –
KFGG
361
Keystone Financial Group (Georgia)
Georgia
$3.24K – – –
PP
362
PrairieView Partners
Minnesota
$3K – – –
FFA
363
Farther Finance Advisors
California
$1.81K +$744 +10 +77%
CPBTD
364
Central Pacific Bank - Trust Division
Hawaii
$1.44K – – –
WCAMG
365
Woodard & Company Asset Management Group
North Carolina
$1.11K – – –
MBFW
366
Morton Brown Family Wealth
Pennsylvania
$401 – – –
PWM
367
Provident Wealth Management
Tennessee
$80 – – –
AI
368
AdvisorShares Investments
Maryland
– -$38.6M -537,602 Closed
PA
369
PFG Advisors
Arizona
– -$2.96M -41,391 Closed
IA
370
Integrity Alliance
Iowa
– -$1.38M -19,269 Closed
Jane Street
371
Jane Street
New York
– -$1.27M -17,829 Closed
PAG
372
Private Advisory Group
Washington
– -$909K -12,729 Closed
Citadel Advisors
373
Citadel Advisors
Florida
– -$899K -12,590 Closed
BRWA
374
B. Riley Wealth Advisors
Florida
– -$731K -10,232 Closed
Pathstone Holdings
375
Pathstone Holdings
New Jersey
– -$686K -9,600 Closed