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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
$442K +$33.2K +704 +8%
FHA
227
First Horizon Advisors
Tennessee
$440K +$2.08K +44 +0.5%
CB
228
Community Bank
New York
$437K +$56.6K +1,200 +15%
MIC
229
Meridian Investment Counsel
California
$436K
IH
230
IFC Holdings
Florida
$434K -$14.7K -312 -3%
HWP
231
Hefty Wealth Partners
Indiana
$428K -$14K -296 -3%
TI
232
Truepoint Inc
Ohio
$426K -$15.8K -336 -4%
SWM
233
SVA Wealth Management
Wisconsin
$424K
B
234
Bailard
California
$415K -$4.72K -100 -1%
AWM
235
Affinity Wealth Management
Delaware
$404K -$107K -2,260 -21%
OCM
236
One Capital Management
California
$404K +$33K +700 +9%
SC
237
SouthState Corp
Florida
$397K +$11.3K +240 +3%
JWM
238
Jacobus Wealth Management
Wisconsin
$387K -$208K -4,404 -35%
CLOS
239
Compagnie Lombard Odier SCmA
Switzerland
$386K
TCM
240
Traynor Capital Management
Pennsylvania
$385K +$68.9K +1,460 +23%
WAM
241
Wallington Asset Management
Indiana
$376K -$24.5K -520 -6%
SMC
242
Smith, Moore & Co
Missouri
$370K +$138K +2,936 +61%
Brown Advisory
243
Brown Advisory
Maryland
$356K
SHWM
244
Smith & Howard Wealth Management
Georgia
$348K -$36.6K -776 -10%
CCA
245
Cobblestone Capital Advisors
New York
$348K
CHC
246
City Holding Co
West Virginia
$346K
KFA
247
Kelleher Financial Advisors
New York
$344K
Baird Financial Group
248
Baird Financial Group
Wisconsin
$341K -$5.85K -124 -2%
PBO
249
Peoples Bank (Ohio)
Ohio
$335K -$84K -1,780 -20%
CCB
250
Cutter & Co Brokerage
Missouri
$334K +$566 +12 +0.2%