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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
701
Howe & Rusling
New York
$2K
LFG
702
Larson Financial Group
Missouri
$2K
MIM
703
MTM Investment Management
South Carolina
$2K
TCWA
704
Ten Capital Wealth Advisors
Washington
$2K
TFP
705
Tilia Fiduciary Partners
North Carolina
$2K
PGAM
706
Princeton Global Asset Management
New Jersey
$2K +$1.7K +22 New
AssetMark Inc
707
AssetMark Inc
California
$1K -$3.63K -47 -85%
CWP
708
Concord Wealth Partners
Virginia
$1K +$232 +3 +75%
SLWA
709
San Luis Wealth Advisors
California
$1K +$927 +12 New
WIM
710
Westside Investment Management
California
$22
SCM
711
Sandler Capital Management
New York
-$20.6M -242,000 Closed
CM
712
Churchill Management
California
-$14.4M -168,386 Closed
SAF
713
Smith Anglin Financial
Texas
-$12.7M -148,671 Closed
FC
714
Fulcrum Capital
Washington
-$8.63M -101,173 Closed
AWE
715
Avidian Wealth Enterprises
Texas
-$4.75M -55,676 Closed
CIC
716
Chilton Investment Company
Connecticut
-$3.02M -35,462 Closed
FTS
717
Fifth Third Securities
Ohio
-$2.83M -33,186 Closed
CAM
718
Congress Asset Management
Massachusetts
-$1.84M -21,618 Closed
TWP
719
Tempus Wealth Planning
California
-$1.69M -19,788 Closed
MYIA
720
Mount Yale Investment Advisors
Colorado
-$1.26M -14,791 Closed
SG Americas Securities
721
SG Americas Securities
New York
-$1.11M -13,000 Closed
PA
722
PFG Advisors
Arizona
-$1M -11,764 Closed
NA
723
NewEdge Advisors
Louisiana
-$746K -8,750 Closed
Allspring Global Investments
724
Allspring Global Investments
North Carolina
-$669K -7,856 Closed
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
-$544K -6,400 Closed