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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
Townsend & Associates
Colorado
$646K -$190K -3,432 -23%
MWM
252
Marietta Wealth Management
Georgia
$635K
FI
253
FormulaFolio Investments
Michigan
$626K +$613K +11,060 New
SFG
254
Summit Financial Group
West Virginia
$613K +$601K +10,844 New
RMDI
255
R.M. Davis Inc
Maine
$592K -$222K -4,000 -28%
PMG
256
ProVise Management Group
Florida
$592K
HCA
257
Harbour Capital Advisors
Virginia
$576K
NFG
258
Nations Financial Group
Iowa
$575K -$15.1K -272 -3%
OC
259
Oakworth Capital
Alabama
$572K -$3.77K -68 -0.7%
CS
260
Comerica Securities
Michigan
$572K +$3.1K +56 +0.6%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$569K
MIC
262
Meridian Investment Counsel
California
$567K
RC
263
RegentAtlantic Capital
New Jersey
$558K
WBC
264
West Branch Capital
Massachusetts
$555K -$62.1K -1,120 -10%
OIA
265
OneDigital Investment Advisors
Kansas
$555K +$287K +5,176 +112%
SCM
266
SOL Capital Management
Maryland
$553K +$5.54K +100 +1%
LPIC
267
LeJeune Puetz Investment Counsel
Michigan
$551K
BIM
268
Bridges Investment Management
Nebraska
$550K +$314K +5,660 +139%
SWM
269
SVA Wealth Management
Wisconsin
$543K
GEA
270
Glen Eagle Advisors
New Jersey
$543K +$12.9K +232 +2%
PMG
271
Private Management Group
California
$530K -$14.2K -256 -3%
TI
272
Truepoint Inc
Ohio
$530K
WFM
273
Wolff Financial Management
Michigan
$530K +$444 +8 +0.1%
FNBOSM
274
First National Bank of South Miami
Florida
$529K -$2.44K -44 -0.5%
EK
275
Evensky & Katz
Florida
$527K +$1.33K +24 +0.3%