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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
551
AQR Capital Management
Connecticut
$353K +$12K +134 +4%
AWA
552
ARQ Wealth Advisors
Arizona
$350K – – –
NB
553
NBT Bank
New York
$350K – – –
IBOK
554
Independence Bank of Kentucky
Kentucky
$346K – – –
HCP
555
Holt Capital Partners
Texas
$344K – – –
CPSC
556
Carl P. Sherr & Co
Massachusetts
$342K +$1.88K +21 +0.6%
Davenport & Co
557
Davenport & Co
Virginia
$341K +$26.5K +296 +9%
MFA
558
Mayflower Financial Advisors
Massachusetts
$341K -$37.1K -415 -10%
Neuberger Berman Group
559
Neuberger Berman Group
New York
$336K +$327K +3,658 New
PA
560
Probity Advisors
Texas
$335K – – –
GWS
561
Glassman Wealth Services
Virginia
$334K – – –
TWM
562
Trueblood Wealth Management
Ohio
$333K – – –
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$333K +$179 +2 +0.1%
O'Shaughnessy Asset Management
564
O'Shaughnessy Asset Management
Connecticut
$329K +$132K +1,472 +72%
Valeo Financial Advisors
565
Valeo Financial Advisors
Indiana
$329K – – –
Annex Advisory Services
566
Annex Advisory Services
Wisconsin
$327K +$61.5K +688 +24%
Western Wealth Management
567
Western Wealth Management
Colorado
$324K +$179 +2 +0.1%
Kestra Private Wealth Services
568
Kestra Private Wealth Services
Texas
$324K +$5.19K +58 +2%
WCP
569
Wick Capital Partners
Pennsylvania
$321K – – –
BHBT
570
Burke & Herbert Bank & Trust
Virginia
$321K – – –
FPGK
571
Financial Partners Group (Kansas)
Kansas
$320K +$32.3K +361 +12%
TW
572
Transform Wealth
Colorado
$320K -$11.9K -133 -4%
BCA
573
Bay Colony Advisors
Massachusetts
$320K +$179 +2 +0.1%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$317K – – –
GLA
575
Good Life Advisors
Pennsylvania
$315K +$307K +3,432 New