We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
326
Octavia Wealth Advisors
Ohio
$660K +$39.6K +525 +6%
FA
327
Financial Alternatives
California
$656K – – –
MBT
328
Montecito Bank & Trust
California
$653K -$12.1K -160 -2%
TI
329
Truepoint Inc
Ohio
$649K +$754 +10 +0.1%
PPW
330
Parcion Private Wealth
Washington
$649K – – –
VVP
331
Venture Visionary Partners
Ohio
$648K – – –
TRCT
332
Tower Research Capital (TRC)
New York
$647K -$194K -2,570 -22%
TTWM
333
TCV Trust & Wealth Management
Virginia
$646K – – –
BCG
334
Breakwater Capital Group
New Jersey
$645K +$60.8K +807 +9%
OWA
335
Outlook Wealth Advisors
Texas
$642K – – –
HIM
336
Hanlon Investment Management
New Jersey
$640K +$668K +8,863 New
LWA
337
LWS Wealth Advisors
New Jersey
$638K -$11.8K -156 -2%
CG
338
Corundum Group
Colorado
$636K -$240K -3,180 -27%
UCB
339
United Community Bank
South Carolina
$636K +$664K +8,802 New
KFP
340
KMG Fiduciary Partners
Ohio
$635K – – –
SAM
341
Sawgrass Asset Management
Florida
$630K +$302K +4,000 +85%
GAM
342
Griffin Asset Management
New York
$629K -$22.3K -296 -3%
HSWM
343
Hubbell Strickland Wealth Management
Louisiana
$625K – – –
RDFA
344
Ritter Daniher Financial Advisory
Ohio
$624K -$29.9K -396 -4%
FCBT
345
First Citizens Bank & Trust
North Carolina
$612K -$68.1K -903 -10%
BSW
346
Buckingham Strategic Wealth
Missouri
$609K -$10.6K -140 -2%
CGA
347
Crescent Grove Advisors
Illinois
$602K – – –
NF
348
Norwood Financial
Pennsylvania
$602K – – –
RWP
349
RWA Wealth Partners
Massachusetts
$601K – – –
LFAS
350
Level Four Advisory Services
Texas
$598K -$3.32K -44 -0.5%
12 13
14
15 16