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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$24K -$9.34K -115 -28%
AA
602
Ancora Advisors
Ohio
$24K
PCFFS
603
Pacific Center for Financial Services
California
$24K
POIA
604
Pin Oak Investment Advisors
Texas
$24K
PAIM
605
Punch & Associates Investment Management
Minnesota
$24K
BAM
606
Baldrige Asset Management
Pennsylvania
$22K
CPC
607
Consolidated Planning Corp
Georgia
$22K +$23.1K +284 New
CIA
608
Choate Investment Advisors
Massachusetts
$19K
TFGT
609
TS Financial Group (TSFG)
Illinois
$18K
CAGAS
610
Capital Advisory Group Advisory Services
Minnesota
$17K
APWA
611
Atlas Private Wealth Advisors
New Jersey
$16K
Barclays
612
Barclays
United Kingdom
$16K +$16.2K +200 New
HPC
613
HM Payson & Co
Maine
$16K +$16.2K +200 New
YAL
614
Your Advocates Ltd
Texas
$16K +$16.9K +208 New
AWM
615
Atticus Wealth Management
Florida
$15K
TIM
616
Tortoise Investment Management
New York
$14K
JMF
617
Johnson Midwest Financial
Iowa
$14K +$14.6K +180 New
HFA
618
HC Financial Advisors
California
$13K
MPCG
619
Matrix Private Capital Group
New York
$13K
GG
620
Gleason Group
Kentucky
$12K
AWM
621
Accel Wealth Management
Iowa
$11K
CWA
622
Clearview Wealth Advisors
Oregon
$11K
CCA
623
Column Capital Advisors
Indiana
$11K
GLLW
624
Graves Light Lenhart Wealth
Virginia
$11K
JPLA
625
Joseph P. Lucia & Associates
New York
$11K