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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Segment Wealth Management
Texas
$1.79M
SEIA
152
Signature Estate & Investment Advisors
California
$1.78M +$29.1K +524 +2%
BWA
153
BDO Wealth Advisors
Florida
$1.71M -$211K -3,796 -11%
AB
154
Atlas Brown
Kentucky
$1.67M +$29.3K +528 +2%
APP
155
Avantax Planning Partners
Iowa
$1.62M +$5.54K +100 +0.4%
AA
156
Alesco Advisors
New York
$1.59M -$5.54K -100 -0.4%
CCM
157
CWH Capital Management
Washington
$1.57M -$86.3K -1,556 -5%
BMCM
158
Bryn Mawr Capital Management
Pennsylvania
$1.57M -$391K -7,052 -20%
HB
159
Homrich & Berg
Georgia
$1.55M -$29.1K -524 -2%
TCM
160
Telos Capital Management
California
$1.54M +$21.7K +392 +1%
AWM
161
Avior Wealth Management
Nebraska
$1.53M +$23.3K +420 +2%
TFF
162
The Family Firm
Maryland
$1.51M -$20.9K -376 -1%
VR
163
Viridian RIA
Washington
$1.51M
MA
164
MONECO Advisors
Connecticut
$1.51M +$3.77K +68 +0.3%
CJA
165
C-J Advisory
California
$1.49M -$1.11K -20 -0.1%
DBIA
166
Dumont & Blake Investment Advisors
New Jersey
$1.47M +$35K +632 +2%
CG
167
Colony Group
Massachusetts
$1.46M -$8.65K -156 -0.6%
SI
168
Stephens Inc
Arkansas
$1.39M -$55K -992 -4%
AFC
169
AFT Forsyth & Company
Florida
$1.38M -$4.44K -80 -0.3%
PA
170
PFG Advisors
Arizona
$1.36M -$106K -1,920 -8%
SG
171
Somerset Group
Minnesota
$1.34M -$1.33K -24 -0.1%
FNBT
172
FineMark National Bank & Trust
Florida
$1.33M +$12.2K +220 +0.9%
JFGIW
173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M -$101K -1,824 -7%
SS
174
Sunbelt Securities
Texas
$1.3M -$9.09K -164 -0.7%
CA
175
Clearstead Advisors
Ohio
$1.24M +$112K +2,012 +10%