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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Cribstone Capital Management
Maine
$230K
Fayez Sarofim & Co
302
Fayez Sarofim & Co
Texas
$230K
BSW
303
Buckingham Strategic Wealth
Missouri
$230K +$227K +4,672 New
HCM
304
HMS Capital Management
Tennessee
$227K
WF
305
Welch & Forbes
Massachusetts
$225K
IFB
306
iAB Financial Bank
Indiana
$223K +$221K +4,536 New
LYV
307
Live Your Vision
Pennsylvania
$222K
DY
308
Dowling & Yahnke
California
$220K +$10.3K +212 +5%
AMG
309
Advisors Management Group
Wisconsin
$216K
WSTAM
310
Wilbanks Smith & Thomas Asset Management
Virginia
$213K
WCM
311
Wealthcare Capital Management
Virginia
$210K
SDWMA
312
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K +$203K +4,172 New
KA
313
Klingman & Associates
New York
$203K +$200K +4,120 New
IH
314
IFC Holdings
Florida
$201K -$242K -4,972 -55%
DSC
315
Duncker Streett & Co
Missouri
$187K
PSUF
316
People's United Financial
Connecticut
$163K -$24.3K -500 -13%
GRP
317
Global Retirement Partners
California
$162K +$86.7K +1,784 +118%
AOWM
318
Alpha Omega Wealth Management
Virginia
$157K
WPA
319
West Paces Advisors
Georgia
$155K
LF
320
Lee Financial
Texas
$155K +$154K +3,160 New
FIB
321
First Interstate Bank
Montana
$150K
BTIS
322
BB&T Investment Services
North Carolina
$144K
GAM
323
Gemmer Asset Management
California
$134K
LA
324
Legacy Advisors
Pennsylvania
$131K
FT
325
Fiduciary Trust
Massachusetts
$124K +$123K +2,520 New