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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heartwood Wealth Advisors
Virginia
$916K
TIAA Trust, National Association
327
TIAA Trust, National Association
North Carolina
$909K +$9.7K +103 +1%
BSB
328
Bangor Savings Bank
Maine
$908K -$2.07K -22 -0.2%
Fayez Sarofim & Co
329
Fayez Sarofim & Co
Texas
$905K +$496K +5,269 +113%
CA
330
Crewe Advisors
Utah
$904K -$3.86K -41 -0.4%
PPW
331
Presilium Private Wealth
Pennsylvania
$896K -$1.32K -14 -0.1%
TCBWMS
332
Texas Capital Bank Wealth Management Services
Texas
$889K
SCM
333
SOL Capital Management
Maryland
$883K +$170K +1,800 +23%
RBFC
334
Roman Butler Fullerton & Co
Missouri
$882K -$86.6K -920 -9%
BPA
335
Beacon Pointe Advisors
California
$878K +$121K +1,281 +15%
AB
336
Atlas Brown
Kentucky
$875K -$44.4K -471 -5%
AWM
337
Avior Wealth Management
Nebraska
$875K +$471 +5 +0.1%
MWM
338
Modera Wealth Management
New Jersey
$871K +$43.2K +459 +5%
CPIG
339
Chicago Partners Investment Group
Illinois
$868K +$659 +7 +0.1%
SAG
340
SageView Advisory Group
California
$862K +$57.8K +614 +7%
SF
341
Synovus Financial
Georgia
$860K +$30.3K +322 +4%
RA
342
Ruggaard & Associates
Ohio
$856K -$37.7K -400 -4%
GAM
343
Griffin Asset Management
New York
$854K +$28.2K +299 +3%
HW
344
Hancock Whitney
Mississippi
$851K -$295K -3,133 -25%
FA
345
Financial Alternatives
California
$826K
BCG
346
Breakwater Capital Group
New Jersey
$825K -$63.3K -672 -7%
OC
347
Oakworth Capital
Alabama
$822K -$5.08K -54 -0.6%
TI
348
Truepoint Inc
Ohio
$820K -$848 -9 -0.1%
BOPW
349
Brandywine Oak Private Wealth
Pennsylvania
$812K -$19.7K -209 -2%
EE
350
EWG Elevate
California
$811K +$840K +8,923 New