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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
351
Asset Dedication LLC
California
$4K – – –
EWM
352
EPG Wealth Management
Georgia
$3.97K – – –
KFGG
353
Keystone Financial Group (Georgia)
Georgia
$3.29K – – –
AUB
354
Atlantic Union Bankshares
Virginia
$3.14K -$1.14K -14 -27%
CPBTD
355
Central Pacific Bank - Trust Division
Hawaii
$1.49K – – –
WCAMG
356
Woodard & Company Asset Management Group
North Carolina
$1.14K – – –
MBFW
357
Morton Brown Family Wealth
Pennsylvania
$414 – – –
PWM
358
Provident Wealth Management
Tennessee
$83 – – –
AAP
359
Arax Advisory Partners
Colorado
– -$20.5M -255,590 Closed
SWGC
360
Summit Wealth Group (Colorado)
Colorado
– -$2.99M -37,304 Closed
LWL
361
Leo Wealth LLC
Texas
– -$2.91M -36,298 Closed
LAS
362
Lloyd Advisory Services
Georgia
– -$1.45M -18,019 Closed
CIA
363
Cape Investment Advisory
Georgia
– -$923K -11,509 Closed
VIPI
364
Vista Investment Partners II
Indiana
– -$607K -7,566 Closed
BOSSRA
365
B.O.S.S. Retirement Advisors
Utah
– -$443K -5,516 Closed
FIA
366
Foundations Investment Advisors
Arizona
– -$383K -4,774 Closed
Renaissance Technologies
367
Renaissance Technologies
New York
– -$305K -3,800 Closed
RW
368
Rede Wealth
Virginia
– -$304K -3,786 Closed
Wolverine Trading
369
Wolverine Trading
Illinois
– -$261K -3,281 Closed
RBFC
370
Roman Butler Fullerton & Co
Missouri
– -$244K -2,954 Closed
MWM
371
Mascagni Wealth Management
Mississippi
– -$227K -2,827 Closed
SFG
372
Sage Financial Group
Pennsylvania
– -$224K -2,790 Closed
MF
373
Montis Financial
Massachusetts
– -$215K -2,682 Closed
BIG
374
Brookwood Investment Group
Arizona
– -$212K -2,638 Closed
IWN
375
Independent Wealth Network
Iowa
– -$211K -2,634 Closed