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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
PCG Wealth Advisors
Kansas
$396K -$65.5K -638 -14%
NPF
552
Norris Perne & French
Michigan
$394K
HWA
553
HCR Wealth Advisors
California
$394K
EWS
554
Evergreen Wealth Solutions
Pennsylvania
$393K +$401K +3,903 New
NB
555
NBT Bank
New York
$392K
BFS
556
Bradley Foster & Sargent
Connecticut
$392K +$61.6K +600 +18%
GWM
557
Goldenstone Wealth Management
California
$391K
HAG
558
HighPoint Advisor Group
Illinois
$387K +$205 +2 +0.1%
SCP
559
Stevens Capital Partners
Nebraska
$387K +$173K +1,686 +78%
BCA
560
Bay Colony Advisors
Massachusetts
$385K +$103 +1 +0%
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$384K
IBOK
562
Independence Bank of Kentucky
Kentucky
$378K
LW
563
Linscomb Wealth
Texas
$378K -$3.8K -37 -1%
DA
564
Dover Advisors
Virginia
$377K
GBFG
565
Gerald Baker Financial Group
Texas
$376K +$384K +3,738 New
BCA
566
Bay Capital Advisors
Virginia
$375K
Russell Investments Group
567
Russell Investments Group
United Kingdom
$372K +$12.7K +124 +3%
JFGLC
568
Johnson Financial Group LLC (Colorado)
Colorado
$372K
AWA
569
ARQ Wealth Advisors
Arizona
$371K -$6.37K -62 -2%
CPSC
570
Carl P. Sherr & Co
Massachusetts
$369K
NG
571
Navigation Group
California
$368K +$376K +3,660 New
VC
572
Veracity Capital
Georgia
$367K -$295K -2,872 -44%
PWW
573
Pettyjohn Wood & White
Virginia
$367K
TWM
574
Trueblood Wealth Management
Ohio
$366K +$308 +3 +0.1%
GWS
575
Glassman Wealth Services
Virginia
$366K