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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
201
Smith Salley Wealth Management
North Carolina
$306K +$295K +7,800 New
EWM
202
Evercore Wealth Management
New York
$299K
RJT
203
Raymond James Trust
Florida
$298K
WTC
204
WhitTier Trust Company
Nevada
$295K
FFA
205
First Foundation Advisors
California
$287K
VDI
206
Vaughan David Investments
Illinois
$287K
CHC
207
City Holding Co
West Virginia
$277K
CPO
208
Cerity Partners OCIO
New York
$277K +$302 +8 +0.1%
AB
209
Atlas Brown
Kentucky
$270K +$259K +6,864 New
HCP
210
Holt Capital Partners
Texas
$259K
PFS
211
Prospera Financial Services
Texas
$259K +$26.6K +704 +12%
TAM
212
Tocqueville Asset Management
New York
$259K +$249K +6,600 New
FHA
213
First Horizon Advisors
Tennessee
$258K +$1.97K +52 +0.8%
CWM
214
Concert Wealth Management
California
$257K -$287K -7,580 Closed
GG
215
Gofen & Glossberg
Illinois
$252K
BRWM
216
B. Riley Wealth Management
Tennessee
$249K +$34.8K +920 +17%
PSUF
217
People's United Financial
Connecticut
$248K -$170K -4,500 -42%
SIC
218
Sigma Investment Counselors
Michigan
$247K -$45.4K -1,200 -16%
SI
219
SII Investments
Wisconsin
$236K +$10.1K +268 +5%
Millennium Management
220
Millennium Management
New York
$234K +$225K +5,952 New
HighTower Advisors
221
HighTower Advisors
Illinois
$232K +$223K +5,904 New
FNBTCON
222
First National Bank & Trust Co of Newtown
Pennsylvania
$231K
LI
223
LMCG Investments
Massachusetts
$231K +$222K +5,876 New
MAM
224
Marquette Asset Management
Minnesota
$229K
HJA
225
Hugh Johnson Advisors
New York
$221K -$77.1K -2,040 -27%