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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
626
Opus Financial Solutions
Illinois
$351K – – –
SFG
627
Sage Financial Group
Pennsylvania
$349K -$5.55K -50 -2%
IFWM
628
Institute for Wealth Management
Colorado
$347K – – –
SIC
629
Sigma Investment Counselors
Michigan
$347K – – –
BHBT
630
Burke & Herbert Bank & Trust
Virginia
$347K – – –
TNB
631
Thomasville National Bank
Georgia
$345K +$326K +2,933 New
BW
632
BIP Wealth
Georgia
$344K +$14.6K +131 +5%
CP
633
Creekside Partners
California
$344K – – –
BAAM
634
Baker Avenue Asset Management
California
$343K – – –
FWCM
635
Ferguson Wellman Capital Management
Oregon
$343K +$324K +2,921 New
CCA
636
Clearwater Capital Advisors
Illinois
$343K – – –
OCM
637
One Capital Management
California
$342K – – –
HIMC
638
Heritage Investors Management Corp
Maryland
$341K – – –
EA
639
Eclectic Associates
California
$341K -$7.55K -68 -2%
MAS
640
Meeder Advisory Services
Ohio
$340K +$321K +2,894 New
AWA
641
Amplius Wealth Advisors
Pennsylvania
$339K -$16.7K -150 -5%
LWM
642
Lyell Wealth Management
California
$338K – – –
CWM
643
Connecticut Wealth Management
Connecticut
$337K -$35K -315 -10%
MWM
644
Modern Wealth Management
Kansas
$334K -$54.3M -488,614 -99%
BBHC
645
Brown Brothers Harriman & Co
New York
$334K – – –
MWA
646
Merkkuri Wealth Advisors
New York
$333K -$126K -1,133 -29%
Tudor Investment Corp
647
Tudor Investment Corp
Connecticut
$332K +$313K +2,822 New
RWM
648
Ritholtz Wealth Management
New York
$329K – – –
FMWA
649
Forvis Mazars Wealth Advisors
Missouri
$329K -$11K -99 -3%
III
650
Independent Investors Inc
New York
$329K – – –