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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
351
Schneider Downs Wealth Management Advisors
Pennsylvania
$225K
KA
352
Klingman & Associates
New York
$222K -$9.28K -176 -4%
PL
353
Plancorp LLC
Missouri
$222K +$217K +4,116 New
SWP
354
Strategic Wealth Partners
Ohio
$219K +$221K +4,188 New
EFS
355
Essex Financial Services
Connecticut
$218K
VHAM
356
Van Hulzen Asset Management
California
$218K +$213K +4,036 New
NFG
357
Next Financial Group
Texas
$216K -$49.4K -936 -19%
CIC
358
Carnegie Investment Counsel
Ohio
$215K
BL
359
BFSG LLC
California
$214K
DP
360
Denver PWM
Colorado
$213K +$633 +12 +0.3%
CL
361
CIM LLC
New York
$213K +$208K +3,952 New
CWM
362
Calamos Wealth Management
Illinois
$211K +$206K +3,912 New
PWM
363
Perigon Wealth Management
California
$210K -$648K -12,292 -76%
APSP
364
Asset Planning Services (Pennsylvania)
Pennsylvania
$209K
AP
365
Appleton Partners
Massachusetts
$208K +$204K +3,864 New
SHGA
366
Sand Hill Global Advisors
California
$207K -$15.2K -288 -7%
MMHP
367
Murphy Middleton Hinkle & Parker
Georgia
$207K +$202K +3,840 New
DSC
368
Duncker Streett & Co
Missouri
$205K
IFWM
369
Institute for Wealth Management
Colorado
$205K +$200K +3,800 New
DC
370
Davenport & Co
Virginia
$203K +$198K +3,760 New
PWA
371
Peterson Wealth Advisors
Utah
$202K +$198K +3,752 New
SEI Investments
372
SEI Investments
Pennsylvania
$197K +$21.5K +408 +13%
SFSIG
373
San Francisco Sentry Investment Group
California
$190K +$47K +892 +34%
GRP
374
Global Retirement Partners
California
$180K +$1.69K +32 +1%
AOWM
375
Alpha Omega Wealth Management
Virginia
$173K -$23K -436 -12%