We are live on ! Find out more
IJK icon

iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
501
TrueWealth LLC
Georgia
$19K
Rockefeller Capital Management
502
Rockefeller Capital Management
New York
$19K +$18.2K +344 New
SFG
503
SevenBridge Financial Group
Pennsylvania
$18K
IF
504
Ironwood Financial
Arizona
$16K
LPWM
505
Lake Point Wealth Management
Texas
$16K
AF
506
Allworth Financial
California
$16K +$15.6K +296 New
BWM
507
BerganKDV Wealth Management
Minnesota
$15K
SBL
508
Sargent Bickham Lagudis
Colorado
$15K
AssetMark Inc
509
AssetMark Inc
California
$14K
LGWM
510
Litman Gregory Wealth Management
California
$14K
TFGT
511
TS Financial Group (TSFG)
Illinois
$14K +$13.7K +260 New
KL
512
KWMG LLC
Kansas
$13K
SFSG
513
Stearns Financial Services Group
North Carolina
$13K +$12.5K +236 New
EWM
514
Edge Wealth Management
New York
$12K
ESB
515
Essex Savings Bank
Connecticut
$12K
PMFA
516
Plante Moran Financial Advisors
Michigan
$10K -$9.92K -188 -50%
TC
517
Trust Company
Kansas
$10K
CAGAS
518
Capital Advisory Group Advisory Services
Minnesota
$9K -$89.5K -1,696 -91%
KPW
519
Kore Private Wealth
New York
$9K
FPS
520
Fieldpoint Private Securities
Connecticut
$8K
KFS
521
Kelly Financial Services
Massachusetts
$7.91K +$7.6K +144 New
JPLA
522
Joseph P. Lucia & Associates
New York
$7.6K +$7.18K +136 New
WWM
523
Willingdon Wealth Management
North Carolina
$7K +$6.33K +120 New
LFA
524
Legacy Financial Advisors
Kentucky
$6K
AIC
525
Archer Investment Corporation
Indiana
$5K