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
Allworth Financial
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
Confluence Investment Management
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
Simplicity Solutions
558
Simplicity Solutions
Minnesota
– -$1.82M -30,640 Closed
Independent Advisor Alliance
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
Truepoint Inc
567
Truepoint Inc
Ohio
– -$558K -9,380 Closed
Integrated Wealth Concepts
568
Integrated Wealth Concepts
Massachusetts
– -$508K -8,528 Closed
Personal Capital Advisors
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
Great Valley Advisor Group
574
Great Valley Advisor Group
Delaware
– -$393K -6,596 Closed
KCM
575
Karp Capital Management
California
– -$353K -5,936 Closed