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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
351
Ruggaard & Associates
Ohio
$902K
TCBWMS
352
Texas Capital Bank Wealth Management Services
Texas
$899K +$875K +9,780 New
BCG
353
Breakwater Capital Group
New Jersey
$896K -$63.5K -710 -7%
FIA
354
Foundations Investment Advisors
Arizona
$894K +$660K +7,382 +315%
AWM
355
Avior Wealth Management
Nebraska
$884K +$98.2K +1,098 +13%
VVP
356
Venture Visionary Partners
Ohio
$881K +$89 +1 +0%
GL
357
Graypoint LLC
New York
$871K -$207K -2,318 -20%
CPIG
358
Chicago Partners Investment Group
Illinois
$862K -$715 -8 -0.1%
TSS
359
Two Sigma Securities
New York
$849K +$504K +5,634 +157%
First Trust Advisors
360
First Trust Advisors
Illinois
$846K -$1.03M -11,463 -55%
BOPW
361
Brandywine Oak Private Wealth
Pennsylvania
$840K
SF
362
Synovus Financial
Georgia
$839K +$34.5K +386 +4%
MWM
363
Modera Wealth Management
New Jersey
$838K +$99.8K +1,116 +14%
BlackRock
364
BlackRock
New York
$837K -$78.2K -874 -9%
OC
365
Oakworth Capital
Alabama
$836K +$97.6K +1,092 +14%
GAM
366
Griffin Asset Management
New York
$836K +$18.5K +207 +2%
FA
367
Financial Alternatives
California
$835K
TI
368
Truepoint Inc
Ohio
$830K +$1.97K +22 +0.2%
OWA
369
Outlook Wealth Advisors
Texas
$817K
SAG
370
SageView Advisory Group
California
$815K -$52.5K -587 -6%
TTWM
371
TCV Trust & Wealth Management
Virginia
$811K -$10.3K -115 -1%
KFP
372
KMG Fiduciary Partners
Ohio
$808K
HCM
373
HMS Capital Management
Tennessee
$801K
BIM
374
Bridges Investment Management
Nebraska
$801K -$428K -4,787 -35%
RSA
375
River Street Advisors
Illinois
$800K +$116K +1,295 +17%