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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
226
Smith, Moore & Co
Missouri
$471K +$88.5K +1,820 +23%
CB
227
Community Bank
New York
$450K
MIC
228
Meridian Investment Counsel
California
$449K
TI
229
Truepoint Inc
Ohio
$439K
CPIG
230
Chicago Partners Investment Group
Illinois
$439K +$327K +6,720 +262%
SWM
231
SVA Wealth Management
Wisconsin
$437K
Jane Street
232
Jane Street
New York
$436K +$431K +8,872 New
HWP
233
Hefty Wealth Partners
Indiana
$433K -$7.78K -160 -2%
AIP
234
Ahrens Investment Partners
Louisiana
$430K +$152K +3,120 +56%
FHA
235
First Horizon Advisors
Tennessee
$428K -$16.7K -344 -4%
B
236
Bailard
California
$428K
SG
237
StoneX Group
New York
$425K +$421K +8,656 New
Brown Advisory
238
Brown Advisory
Maryland
$424K +$56.8K +1,168 +16%
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$406K -$83.6K -1,720 -17%
AWM
240
Affinity Wealth Management
Delaware
$406K -$10.7K -220 -3%
Axa
241
Axa
France
$405K -$408K -8,400 -50%
JWM
242
Jacobus Wealth Management
Wisconsin
$399K
CLOS
243
Compagnie Lombard Odier SCmA
Switzerland
$397K
TCM
244
Traynor Capital Management
Pennsylvania
$395K +$778 +16 +0.2%
ICOA
245
Investment Centers of America
North Dakota
$389K -$143K -2,936 -27%
WAM
246
Wallington Asset Management
Indiana
$387K
CWM
247
Cornerstone Wealth Management
Missouri
$367K +$61.3K +1,260 +20%
CCB
248
Cutter & Co Brokerage
Missouri
$365K +$20.6K +424 +6%
CCA
249
Cobblestone Capital Advisors
New York
$359K
SHWM
250
Smith & Howard Wealth Management
Georgia
$358K