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iShares Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
151
Ellis Investment Partners
Pennsylvania
$254K +$669 +12 +0.2%
KWM
152
Kaydan Wealth Management
Michigan
$249K
LA
153
LexAurum Advisors
Kansas
$247K +$274K +4,911 New
PA
154
Pinnacle Associates
New York
$242K
SWM
155
SeaCrest Wealth Management
New York
$238K +$122K +2,196 +87%
SCA
156
Scott Capital Advisors
Oregon
$234K +$25.6K +460 +11%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$232K -$32.6K -584 -11%
HFA
158
High Falls Advisors
New York
$227K
Truist Financial
159
Truist Financial
North Carolina
$223K
AMG
160
Asset Management Group
Connecticut
$222K
RIA
161
Richwood Investment Advisors
Ohio
$221K -$33.5K -600 -12%
JAG
162
Journey Advisory Group
Kentucky
$221K
BAMG
163
Brand Asset Management Group
Missouri
$219K
CA
164
Cetera Advisors
Colorado
$218K -$235K -4,215 -49%
BWA
165
Beam Wealth Advisors
Louisiana
$216K -$3.07K -55 -1%
Brown Advisory
166
Brown Advisory
Maryland
$213K
LWM
167
Laidlaw Wealth Management
New York
$209K
MCM
168
MAI Capital Management
Ohio
$209K
SG
169
StoneX Group
New York
$207K -$1.39K -25 -0.6%
RIA
170
Regal Investment Advisors
Michigan
$206K +$228K +4,084 New
CIC
171
Carnegie Investment Counsel
Ohio
$204K +$226K +4,045 New
WIP
172
WealthCare Investment Partners
Rhode Island
$200K +$613 +11 +0.3%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$191K
BAM
174
Belpointe Asset Management
Nevada
$189K -$7.19K -129 -3%
CF
175
Centaurus Financial
California
$177K +$669 +12 +0.3%