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
OFS
626
Opus Financial Solutions
Illinois
$300K -$30.3K -295 -9%
Krilogy Financial
627
Krilogy Financial
Missouri
$299K +$286K +2,785 New
EA
628
Eclectic Associates
California
$299K – – –
WAP
629
Wealthcare Advisory Partners
Pennsylvania
$298K -$17.6K -171 -5%
IFWM
630
Institute for Wealth Management
Colorado
$297K +$5.86K +57 +2%
SIC
631
Sigma Investment Counselors
Michigan
$297K -$190K -1,845 -38%
BHBT
632
Burke & Herbert Bank & Trust
Virginia
$297K – – –
CP
633
Creekside Partners
California
$295K – – –
Baker Avenue Asset Management
634
Baker Avenue Asset Management
California
$294K – – –
CCA
635
Clearwater Capital Advisors
Illinois
$294K -$12.1K -118 -4%
HA
636
Huntleigh Advisors
Missouri
$293K – – –
CCM
637
Condor Capital Management
New Jersey
$293K – – –
Forvis Mazars Wealth Advisors
638
Forvis Mazars Wealth Advisors
Missouri
$292K – – –
Heritage Investors Management Corp
639
Heritage Investors Management Corp
Maryland
$292K – – –
BF
640
Benchmark Financial
Delaware
$292K +$15.4K +150 +5%
LWM
641
Lyell Wealth Management
California
$289K – – –
Brown Brothers Harriman & Co
642
Brown Brothers Harriman & Co
New York
$286K – – –
EFS
643
Essex Financial Services
Connecticut
$285K -$1.95K -19 -0.7%
Ritholtz Wealth Management
644
Ritholtz Wealth Management
New York
$282K – – –
BIP Wealth
645
BIP Wealth
Georgia
$282K +$34.3K +334 +14%
III
646
Independent Investors Inc
New York
$282K – – –
V
647
VeraBank
Texas
$282K – – –
M
648
MOTCO
Texas
$281K -$9.96K -97 -3%
WP
649
Westmount Partners
California
$279K – – –
CCT
650
Chemung Canal Trust
New York
$279K -$1.13K -11 -0.4%