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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Stockman Wealth Management
Montana
$259K +$271K +3,588 New
IFWM
527
Institute for Wealth Management
Colorado
$255K -$4.52K -60 -2%
TNB
528
Thomasville National Bank
Georgia
$254K
BSI
529
Bennett Selby Investments
Maine
$253K
GM
530
GeoWealth Management
Illinois
$250K +$261K +3,456 New
PFBT
531
Parkside Financial Bank & Trust
Missouri
$249K +$25.1K +333 +11%
SCA
532
Sandy Cove Advisors
Massachusetts
$246K
NIM
533
Northeast Investment Management
Massachusetts
$246K
NS
534
NBC Securities
Alabama
$245K +$256K +3,394 New
BCA
535
Bay Colony Advisors
Massachusetts
$243K
AMG
536
Advisors Management Group
Wisconsin
$243K -$7.54K -100 -3%
FFA
537
Fragasso Financial Advisors
Pennsylvania
$243K -$17.9K -238 -7%
KIG
538
Kowal Investment Group
Wisconsin
$242K
CFGS
539
Concourse Financial Group Securities
Alabama
$241K
B
540
Bailard
California
$240K -$201K -2,663 -44%
ONB
541
Old National Bancorp
Indiana
$240K +$8.45K +112 +3%
AC
542
Abbrea Capital
California
$236K
FNBTCON
543
First National Bank & Trust Co of Newtown
Pennsylvania
$235K -$47.9K -635 -16%
CTC
544
Central Trust Company
Missouri
$234K
FMWA
545
Forvis Mazars Wealth Advisors
Missouri
$234K -$8.82K -117 -3%
CCA
546
Clearwater Capital Advisors
Illinois
$232K
SNBOSD
547
Security National Bank of So Dak
Iowa
$231K
MIH
548
Meitav Investment House
Israel
$231K
AI
549
Accredited Investors
Minnesota
$227K
BFS
550
Bradley Foster & Sargent
Connecticut
$227K