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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$629K +$35.4K +531 +6%
ECM
302
Evergreen Capital Management
Washington
$624K +$576K +8,640 New
OC
303
Oakworth Capital
Alabama
$623K -$59.2K -888 -9%
TI
304
Truepoint Inc
Ohio
$618K +$570K +8,552 New
CGA
305
Crescent Grove Advisors
Illinois
$614K -$69.2K -1,037 -11%
LNWTC
306
Laird Norton Wetherby Trust Company
Washington
$612K +$565K +8,480 New
AC
307
Alexandria Capital
Virginia
$610K -$20.4K -306 -3%
NEWAS
308
N.E.W. Advisory Services
Wisconsin
$608K +$561K +8,420 New
WP
309
WealthSource Partners
California
$605K +$5.13K +77 +0.9%
FFN
310
Focus Financial Network
Minnesota
$604K +$39.2K +588 +8%
CCA
311
Cobblestone Capital Advisors
New York
$604K
LPT
312
Legacy Private Trust
Wisconsin
$604K
FFS
313
Founders Financial Securities
Maryland
$602K +$12.1K +182 +2%
GWM
314
Geneos Wealth Management
Colorado
$601K +$286K +4,293 +84%
CHC
315
City Holding Co
West Virginia
$599K +$47.3K +709 +9%
IA
316
Insight Advisors
Pennsylvania
$594K +$548K +8,218 New
BHWM
317
Bar Harbor Wealth Management
New Hampshire
$593K -$9K -135 -2%
VC
318
Veracity Capital
Georgia
$592K +$267 +4 +0%
MFW
319
Meristem Family Wealth
Minnesota
$585K
LFAS
320
Level Four Advisory Services
Texas
$583K +$22.8K +342 +4%
CPIG
321
Chicago Partners Investment Group
Illinois
$579K -$1.48M -22,266 -75%
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K +$535K +8,016 New
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$569K -$1.41M -21,078 -75%
WTB
324
Washington Trust Bank
Washington
$569K +$53.3K +800 +11%
GIA
325
Gladstone Institutional Advisory
Florida
$564K +$133 +2 +0%