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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
WMS Partners
Maryland
$775K
LIA
227
LBMC Investment Advisors
Tennessee
$759K +$1.63K +28 +0.2%
TA
228
Townsend & Associates
Colorado
$757K -$37.9K -652 -5%
CPIG
229
Chicago Partners Investment Group
Illinois
$746K +$294K +5,064 +53%
PPA
230
Parametric Portfolio Associates
Washington
$740K +$19K +328 +3%
KPCM
231
Kings Point Capital Management
New York
$738K
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$731K +$41.1K +708 +6%
ONB
233
Old National Bancorp
Indiana
$713K
BAM
234
Belpointe Asset Management
Nevada
$713K +$711K +12,244 New
WWM
235
Windsor Wealth Management
Indiana
$663K +$27.6K +476 +4%
SKK
236
Shepherd Kaplan Krochuk
Massachusetts
$658K +$656K +11,300 New
EWF
237
Epstein & White Financial
California
$657K -$2.6M -44,748 -80%
MWM
238
Marietta Wealth Management
Georgia
$653K
SS
239
Simplicity Solutions
Minnesota
$633K +$384K +6,608 +155%
UBS AM
240
UBS AM
Illinois
$632K -$10.7K -184 -2%
GAM
241
Griffin Asset Management
New York
$621K +$42.3K +728 +7%
BRWM
242
B. Riley Wealth Management
Tennessee
$621K +$619K +10,660 New
AA
243
Advisory Alpha
Michigan
$618K +$48.5K +836 +7%
CGT
244
Capital Guardian Trust
California
$614K +$612K +10,536 New
IWM
245
IHT Wealth Management
Illinois
$613K +$1.39K +24 +0.2%
PMG
246
ProVise Management Group
Florida
$609K
AF
247
Alerus Financial
North Dakota
$604K
AllianceBernstein
248
AllianceBernstein
Tennessee
$600K +$598K +10,300 New
RMDI
249
R.M. Davis Inc
Maine
$596K
OC
250
Oakworth Capital
Alabama
$590K -$3.25K -56 -0.5%