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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Oppenheimer Asset Management
401
Oppenheimer Asset Management
New York
$471K -$15.6K -186 -3%
SDWMA
402
Schneider Downs Wealth Management Advisors
Pennsylvania
$463K – – –
Gofen & Glossberg
403
Gofen & Glossberg
Illinois
$460K – – –
CPO
404
Cerity Partners OCIO
New York
$459K -$19.9K -237 -4%
OCM
405
Orser Capital Management
Texas
$458K +$157K +1,870 +53%
IC
406
Inverness Counsel
New York
$456K – – –
CWM
407
Cornerstone Wealth Management
Missouri
$455K -$18.2K -217 -4%
SG
408
StoneX Group
New York
$447K -$2.77K -33 -0.6%
Beacon Pointe Advisors
409
Beacon Pointe Advisors
California
$446K +$335 +4 +0.1%
55I LLC
410
55I LLC
Massachusetts
$444K +$112K +1,337 +35%
HFA
411
High Falls Advisors
New York
$443K – – –
Prudential Financial
412
Prudential Financial
New Jersey
$443K +$436K +5,200 New
APW
413
Aurora Private Wealth
New Jersey
$440K +$419 +5 +0.1%
NCM
414
NCM Capital Management
New Jersey
$434K +$427K +5,088 New
OPWM
415
Oakwell Private Wealth Management
Texas
$433K – – –
Forvis Mazars Wealth Advisors
416
Forvis Mazars Wealth Advisors
Missouri
$430K -$49.9K -595 -11%
ATFA
417
All Terrain Financial Advisors
Minnesota
$428K -$4.19K -50 -1%
FW
418
FirstPurpose Wealth
Utah
$423K +$416K +4,956 New
Benjamin F. Edwards & Company
419
Benjamin F. Edwards & Company
Missouri
$421K +$17.9K +214 +5%
HBK Sorce Advisory
420
HBK Sorce Advisory
Pennsylvania
$419K – – –
Fiduciary Trust
421
Fiduciary Trust
Massachusetts
$418K – – –
OCM
422
Objective Capital Management
Ohio
$415K +$409K +4,873 New
SMG
423
Spectrum Management Group
Indiana
$412K – – –
GSWM
424
Golden State Wealth Management
California
$411K – – –
Whittier Trust
425
Whittier Trust
California
$408K – – –