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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$285K
Renaissance Technologies
152
Renaissance Technologies
New York
$283K -$45.1K -700 -14%
AMG
153
Asset Management Group
Connecticut
$283K +$386 +6 +0.1%
BAMG
154
Brand Asset Management Group
Missouri
$282K
Brown Advisory
155
Brown Advisory
Maryland
$272K
OWA
156
Outlook Wealth Advisors
Texas
$269K -$39K -606 -13%
MCM
157
MAI Capital Management
Ohio
$267K +$2.45K +38 +0.9%
SG
158
StoneX Group
New York
$260K -$203K -3,159 -44%
WIP
159
WealthCare Investment Partners
Rhode Island
$249K +$386 +6 +0.2%
RIA
160
Regal Investment Advisors
Michigan
$247K -$1.19M -18,454 -83%
Cerity Partners
161
Cerity Partners
New York
$247K +$247K +3,843 New
FA
162
FDx Advisors
Illinois
$245K +$322 +5 +0.1%
ICP
163
Interchange Capital Partners
Pennsylvania
$244K +$322 +5 +0.1%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$243K -$42.2K -656 -15%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$239K +$31.5K +489 +15%
LFAS
166
Level Four Advisory Services
Texas
$222K -$515 -8 -0.2%
BAM
167
Belpointe Asset Management
Nevada
$217K +$5.28K +82 +2%
DAM
168
Delta Asset Management
Tennessee
$216K
IA
169
Insight Advisors
Pennsylvania
$209K -$203K -3,146 -49%
LAM
170
LifePro Asset Management
California
$208K +$208K +3,237 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$190K -$9.6K -149 -5%
CSB
172
City State Bank
Iowa
$138K
FHA
173
First Horizon Advisors
Tennessee
$132K
GWM
174
Geneos Wealth Management
Colorado
$128K +$2.71K +42 +2%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$124K -$61.4K -954 -33%