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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
376
Inverness Counsel
New York
$238K
BRWM
377
B. Riley Wealth Management
Tennessee
$238K +$73.1K +1,328 +33%
SMG
378
Spectrum Management Group
Indiana
$237K +$26.6K +484 +10%
PCM
379
Perritt Capital Management
Illinois
$236K
DTC
380
Davidson Trust Company
Washington
$236K +$22.4K +408 +8%
BA
381
Ballew Advisors
Mississippi
$235K -$314K -5,716 -52%
WLPWM
382
Walled Lake Planning & Wealth Management
Illinois
$233K -$53.9K -980 -16%
PBO
383
Peoples Bank (Ohio)
Ohio
$232K -$45.1K -820 -14%
PWP
384
Personal Wealth Partners
Minnesota
$232K -$41.8K -760 -13%
HFA
385
High Falls Advisors
New York
$232K
BB
386
Busey Bank
Illinois
$230K +$152K +2,756 +115%
FWM
387
Filbrandt Wealth Management
Wisconsin
$224K
RG
388
Rikoon Group
New Mexico
$222K
RRC
389
Relaxing Retirement Coach
Massachusetts
$219K
WBC
390
West Branch Capital
Massachusetts
$218K -$39K -708 -13%
JPG
391
Jordan Park Group
California
$217K
BFPW
392
BOK Financial Private Wealth
Colorado
$215K +$266K +4,828 New
MCM
393
Mainstay Capital Management
Michigan
$213K -$40.9K -744 -13%
CIC
394
Carnegie Investment Counsel
Ohio
$213K
FDS
395
Freedom Day Solutions
Texas
$213K +$13K +236 +5%
MG
396
Mather Group
Illinois
$212K -$38.5K -700 -13%
CBT
397
Capital Bank & Trust
California
$212K +$240K +4,360 +1,090%
WCM
398
Wealthcare Capital Management
Virginia
$210K +$10.8K +196 +4%
Fayez Sarofim & Co
399
Fayez Sarofim & Co
Texas
$209K
TNB
400
Thomasville National Bank
Georgia
$203K