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iShares Russell Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
501
Middleton & Co
Massachusetts
$378K
CAAS
502
Capital Asset Advisory Services
Michigan
$375K +$19.7K +188 +5%
AWM
503
Apollon Wealth Management
South Carolina
$375K +$84.1K +804 +28%
SCA
504
St. Clair Advisors
Ohio
$373K
NFP
505
Novak Financial Planning
Maryland
$370K +$57.6K +551 +18%
HCM
506
Hollencrest Capital Management
California
$369K
IWC
507
Integrated Wealth Concepts
Massachusetts
$369K +$103K +985 +37%
AA
508
Ancora Advisors
Ohio
$368K +$41.8K +400 +12%
CBT
509
Capital Bank & Trust
California
$367K
Bank of Montreal
510
Bank of Montreal
Ontario, Canada
$365K -$10.8M -103,728 -97%
WS
511
Wedbush Securities
California
$365K +$374K +3,574 New
VA
512
Valmark Advisers
Ohio
$362K -$96.5K -923 -21%
IA
513
Insight Advisors
Pennsylvania
$362K
WPC
514
White Pine Capital
Minnesota
$361K
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$360K -$7.63K -73 -2%
NAS
516
Nicolet Advisory Services
Wisconsin
$360K +$105 +1 +0%
William Blair Investment Management
517
William Blair Investment Management
Illinois
$360K +$182K +1,740 +97%
BBHC
518
Brown Brothers Harriman & Co
New York
$360K +$227K +2,168 +159%
BTWM
519
Baker Tilly Wealth Management
Wisconsin
$359K -$60.6K -580 -14%
TP
520
Tranquility Partners
Tennessee
$357K
WLIM
521
White Lighthouse Investment Management
Massachusetts
$357K +$5.23K +50 +1%
RSS
522
Rosenblum Silverman Sutton
California
$357K +$94.1K +900 +35%
GRP
523
Global Retirement Partners
California
$356K -$5.12K -49 -1%
ZIM
524
Zacks Investment Management
Illinois
$354K
BL
525
Balentine LLC
Georgia
$350K -$94.2K -901 -21%