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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
551
Allworth Financial
California
$2K +$2.2K +40 New
MCM
552
McMillion Capital Management
North Carolina
$1K
WIM
553
Westside Investment Management
California
$8 +$11K +200 New
CIM
554
Confluence Investment Management
Missouri
-$19.6M -346,004 Closed
KWMG
555
King Wealth Management Group
Florida
-$6.12M -102,820 Closed
MCM
556
Monument Capital Management
Virginia
-$4.5M -75,532 Closed
JWCA
557
J.W. Cole Advisors
Florida
-$2.53M -42,428 Closed
SS
558
Simplicity Solutions
Minnesota
-$1.82M -30,640 Closed
IAA
559
Independent Advisor Alliance
North Carolina
-$1.65M -27,768 Closed
TCM
560
Telos Capital Management
California
-$1.61M -26,992 Closed
PWAP
561
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$992K -16,488 Closed
LRIA
562
Leonard Rickey Investment Advisors
Washington
-$898K -15,080 Closed
GFS
563
GYL Financial Synergies
Connecticut
-$827K -13,900 Closed
RhumbLine Advisers
564
RhumbLine Advisers
Massachusetts
-$691K -11,604 Closed
LA
565
Legacy Advisors
Pennsylvania
-$687K -11,540 Closed
VWA
566
Visionary Wealth Advisors
Illinois
-$675K -11,332 Closed
TI
567
Truepoint Inc
Ohio
-$558K -9,380 Closed
IWC
568
Integrated Wealth Concepts
Massachusetts
-$508K -8,528 Closed
PCA
569
Personal Capital Advisors
California
-$491K -8,244 Closed
OFG
570
Omega Financial Group
California
-$464K -7,796 Closed
HIS
571
Harvest Investment Services
Illinois
-$455K -7,656 Closed
W
572
WealthStone
Ohio
-$430K -7,256 Closed
TCM
573
Traynor Capital Management
Pennsylvania
-$410K -6,892 Closed
GVAG
574
Great Valley Advisor Group
Delaware
-$393K -6,596 Closed
KCM
575
Karp Capital Management
California
-$353K -5,936 Closed