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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
176
Capital Planning Advisors
California
$1.13M -$95.1K -1,816 -7%
SG
177
Somerset Group
Minnesota
$1.12M +$7.96K +152 +0.7%
DIA
178
Dana Investment Advisors
Wisconsin
$1.11M -$73.9K -1,412 -6%
SS
179
Sunbelt Securities
Texas
$1.1M -$18K -344 -1%
TW
180
Transform Wealth
Colorado
$1.08M +$7.12K +136 +0.6%
ASN
181
Advisory Services Network
Georgia
$1.07M -$50.5K -964 -4%
IA
182
IFP Advisors
Florida
$1.07M -$4.29M -82,016 -78%
CB
183
Commerce Bank
Missouri
$1.05M
MCTIC
184
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.03M
GT
185
Glenmede Trust
Pennsylvania
$1.02M +$1.12M +21,340 New
BAS
186
Brown Advisory Securities
Maryland
$1.01M -$105K -2,004 -9%
IB
187
Intrust Bank
Kansas
$1.01M -$357K -6,816 -24%
PFG
188
Pacific Financial Group
Washington
$1M +$1.1M +21,000 New
SAMC
189
Spectrum Asset Management (California)
California
$997K -$10.3K -196 -0.9%
CG
190
Colony Group
Massachusetts
$988K +$585K +11,168 +118%
CA
191
Clearstead Advisors
Ohio
$977K -$30.8K -588 -3%
SG
192
StoneX Group
New York
$976K +$126K +2,408 +13%
SBH
193
Segall Bryant & Hamill
Illinois
$967K +$48.6K +928 +5%
VDFA
194
Vickerman & Driscoll Financial Advisors
Washington
$962K +$112K +2,148 +12%
CW
195
Cobiz Wealth
Colorado
$907K -$189K -3,616 -16%
AAS
196
Avantax Advisory Services
Texas
$902K +$987K +18,852 New
PCG
197
Private Capital Group
Connecticut
$899K +$105K +2,000 +12%
RA
198
RFG Advisory
Alabama
$898K +$984K +18,800 New
KCM
199
Kendall Capital Management
Maryland
$893K +$667K +12,748 +215%
TIA
200
Tiemann Investment Advisors
California
$888K -$35.6K -680 -4%