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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
401
Boston Financial Management
Massachusetts
$357K -$44.1K -572 -11%
CPSC
402
Carl P. Sherr & Co
Massachusetts
$354K -$21.7K -282 -6%
PA
403
PSI Advisors
Florida
$354K +$77 +1 +0%
CWM
404
Cornerstone Wealth Management
Missouri
$353K -$57.3K -744 -14%
KWMG
405
King Wealth Management Group
Florida
$352K
FHA
406
First Horizon Advisors
Tennessee
$350K -$462 -6 -0.1%
SKK
407
Shepherd Kaplan Krochuk
Massachusetts
$349K
CPA
408
Clear Perspective Advisors
Illinois
$348K +$15.9K +207 +5%
WLPWM
409
Walled Lake Planning & Wealth Management
Illinois
$344K -$4.93K -64 -1%
EVM
410
Eaton Vance Management
Massachusetts
$344K
AWM
411
Altium Wealth Management
New York
$336K
BCA
412
Bay Colony Advisors
Massachusetts
$336K +$31.2K +405 +10%
IIC
413
Integrated Investment Consultants
Michigan
$332K +$26.6K +345 +9%
SNBOSD
414
Security National Bank of So Dak
Iowa
$330K +$325K +4,216 New
AWA
415
ARQ Wealth Advisors
Arizona
$328K -$5.16K -67 -2%
WCM
416
Wealthcare Capital Management
Virginia
$328K -$5.08K -66 -2%
BFA
417
Bragg Financial Advisors
North Carolina
$328K +$74.4K +966 +30%
HCP
418
Holt Capital Partners
Texas
$326K
NFC
419
Northeast Financial Consultants
Connecticut
$318K
LNC
420
Lincoln National Corp
Pennsylvania
$316K +$80.3K +1,043 +35%
TWP
421
Total Wealth Planning
Ohio
$313K
FT
422
Fiduciary Trust
Massachusetts
$312K
MWM
423
Mission Wealth Management
California
$312K
GWS
424
Glassman Wealth Services
Virginia
$308K
DY
425
Dowling & Yahnke
California
$307K -$165K -2,148 -35%