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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
226
Lebenthal Asset Management
New York
$362K +$354K +8,552 New
LH
227
Lebenthal Holdings
New York
$362K +$354K +8,552 New
CBU
228
CIBC Bank USA
Illinois
$355K
WAM
229
Wallington Asset Management
Indiana
$355K
ICOA
230
Investment Centers of America
North Dakota
$354K -$37.5K -904 -10%
HCP
231
Holt Capital Partners
Texas
$347K +$66.3K +1,600 +24%
CG
232
Cutler Group
California
$336K +$330K +7,952 New
HJA
233
Hugh Johnson Advisors
New York
$332K -$1.66K -40 -0.5%
BRWA
234
B. Riley Wealth Advisors
Florida
$331K +$44.6K +1,076 +16%
OCM
235
One Capital Management
California
$328K
CCB
236
Cutter & Co Brokerage
Missouri
$323K -$169K -4,068 -35%
FNBTCON
237
First National Bank & Trust Co of Newtown
Pennsylvania
$308K -$10.8K -260 -3%
CHC
238
City Holding Co
West Virginia
$307K -$4.14K -100 -1%
KFA
239
Kelleher Financial Advisors
New York
$307K
WCM
240
Wealthcare Capital Management
Virginia
$305K
SIC
241
Sigma Investment Counselors
Michigan
$304K
FHC
242
First Heartland Consultants
Missouri
$297K -$768K -18,532 -73%
CWM
243
Concert Wealth Management
California
$297K -$156K -3,760 -35%
MC
244
Moors & Cabot
Massachusetts
$297K +$332 +8 +0.1%
Brown Advisory
245
Brown Advisory
Maryland
$296K -$111K -2,668 -28%
NFG
246
Nations Financial Group
Iowa
$296K +$77.8K +1,876 +37%
WTC
247
WhitTier Trust Company
Nevada
$292K
HH
248
Hilltop Holdings
Texas
$281K -$16.6K -400 -6%
PPA
249
Parametric Portfolio Associates
Washington
$280K +$274K +6,620 New
CPO
250
Cerity Partners OCIO
New York
$277K -$5.3K -128 -2%