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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
376
Chicago Partners Investment Group
Illinois
$270K +$444 +8 +0.2%
FDS
377
Freedom Day Solutions
Texas
$269K +$9.09K +164 +4%
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$265K -$30.8K -556 -11%
Fayez Sarofim & Co
379
Fayez Sarofim & Co
Texas
$265K
HCMT
380
Highland Capital Management (Tennessee)
Tennessee
$262K -$8.87K -160 -3%
WF
381
Welch & Forbes
Massachusetts
$260K +$11.1K +200 +5%
MCM
382
Mainstay Capital Management
Michigan
$260K +$256K +4,612 New
WCM
383
Wealthcare Capital Management
Virginia
$255K
CPA
384
Clear Perspective Advisors
Illinois
$254K
FIB
385
First Interstate Bank
Montana
$251K +$80.3K +1,448 +48%
GLA
386
Good Life Advisors
Pennsylvania
$250K +$444 +8 +0.2%
WSTAM
387
Wilbanks Smith & Thomas Asset Management
Virginia
$250K +$11.1K +200 +5%
AWM
388
Affinity Wealth Management
Delaware
$249K -$10.2K -184 -4%
AMG
389
Advisors Management Group
Wisconsin
$248K -$36.2K -652 -13%
GWS
390
Glassman Wealth Services
Virginia
$247K
BRWA
391
B. Riley Wealth Advisors
Florida
$243K +$238K +4,300 New
CCM
392
Condor Capital Management
New Jersey
$238K -$4.88K -88 -2%
MMHP
393
Murphy Middleton Hinkle & Parker
Georgia
$237K +$444 +8 +0.2%
FWCM
394
Ferguson Wellman Capital Management
Oregon
$236K
TWP
395
Total Wealth Planning
Ohio
$236K +$222 +4 +0.1%
CIC
396
Carnegie Investment Counsel
Ohio
$236K +$9.76K +176 +4%
BS
397
Boenning & Scattergood
Pennsylvania
$235K -$27.7K -500 -11%
IFWM
398
Institute for Wealth Management
Colorado
$234K -$1.11K -20 -0.5%
JWBC
399
J.W. Burns & Co
New York
$231K
NFC
400
Northeast Financial Consultants
Connecticut
$230K