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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
151
High Falls Advisors
New York
$234K -$17.1K -300 -6%
Truist Financial
152
Truist Financial
North Carolina
$230K -$569 -10 -0.2%
AMG
153
Asset Management Group
Connecticut
$229K +$398 +7 +0.2%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$227K -$603K -10,591 -71%
NWMG
155
National Wealth Management Group
Ohio
$227K -$640K -11,238 -72%
BAMG
156
Brand Asset Management Group
Missouri
$226K -$2.85K -50 -1%
BWA
157
Beam Wealth Advisors
Louisiana
$225K -$333K -5,851 -57%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$223K -$123K -2,152 -33%
Brown Advisory
159
Brown Advisory
Maryland
$220K
SCA
160
Scott Capital Advisors
Oregon
$218K -$58.5K -1,027 -20%
MCM
161
MAI Capital Management
Ohio
$215K
LWM
162
Laidlaw Wealth Management
New York
$215K +$236K +4,140 New
SG
163
StoneX Group
New York
$214K +$5.18K +91 +2%
TSS
164
Two Sigma Securities
New York
$214K +$235K +4,124 New
LAM
165
LFS Asset Management
California
$208K +$228K +4,012 New
WIP
166
WealthCare Investment Partners
Rhode Island
$206K +$342 +6 +0.2%
BAM
167
Belpointe Asset Management
Nevada
$202K +$29K +510 +15%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$197K
CF
169
Centaurus Financial
California
$182K -$520K -9,143 -72%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$143K -$11.7K -206 -7%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$141K +$44.7K +786 +41%
HI
172
Harbour Investments
Wisconsin
$138K +$151K +2,651 New
SWM
173
SeaCrest Wealth Management
New York
$132K +$144K +2,534 New
EBA
174
Eagle Bay Advisors
New York
$125K +$137K +2,400 New
CSB
175
City State Bank
Iowa
$112K