We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$313K – – –
TWP
477
Total Wealth Planning
Ohio
$310K -$22.9K -304 -7%
IIC
478
Integrated Investment Consultants
Michigan
$309K -$82.3K -1,092 -20%
VPP
479
Vertex Planning Partners
Illinois
$309K – – –
RWM
480
Ritholtz Wealth Management
New York
$308K – – –
MCM
481
McDonough Capital Management
Florida
$308K -$2.64K -35 -0.8%
CWM
482
ClientFirst Wealth Management
Arkansas
$308K – – –
TI
483
Trexquant Investment
Connecticut
$307K +$320K +4,247 New
SHWM
484
Smith & Howard Wealth Management
Georgia
$305K -$2.04K -27 -0.6%
TFS
485
Thoroughbred Financial Services
Tennessee
$305K +$80.1K +1,062 +33%
VIA
486
Vickerman Investment Advisors
Washington
$305K -$31.4K -416 -9%
FCP
487
Fidelis Capital Partners
Florida
$304K +$4.83K +64 +2%
SB
488
Strategic Blueprint
Georgia
$304K -$21K -278 -6%
PCM
489
Perritt Capital Management
Illinois
$303K – – –
HI
490
Harbour Investments
Wisconsin
$302K +$62.4K +828 +25%
GFS
491
GYL Financial Synergies
Connecticut
$298K – – –
CL
492
Choreo LLC
Illinois
$296K – – –
NFC
493
Northeast Financial Consultants
Connecticut
$294K – – –
AWA
494
ARQ Wealth Advisors
Arizona
$292K – – –
ADL
495
Asset Dedication LLC
California
$288K +$24.9K +330 +9%
SWM
496
SeaCrest Wealth Management
New York
$288K +$25.6K +340 +9%
WCA
497
Waypoint Capital Advisors
Minnesota
$288K +$300K +3,984 New
PFPT
498
Pinnacle Financial Partners (Tennessee)
Tennessee
$288K -$224K -2,971 -43%
MA
499
MKT Advisors
California
$285K – – –
TW
500
Transform Wealth
Colorado
$285K -$8.22K -109 -3%
18 19
20
21 22