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iShares Russell Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$312K
VFA
552
Valeo Financial Advisors
Indiana
$311K -$124K -1,185 -28%
5L
553
55I LLC
Massachusetts
$308K +$316K +3,021 New
IWS
554
Insight Wealth Strategies
California
$307K -$3.45K -33 -1%
SMA
555
Sage Mountain Advisors
Georgia
$306K
LFAS
556
Level Four Advisory Services
Texas
$305K -$105 -1 -0%
Simplex Trading
557
Simplex Trading
Illinois
$304K +$312K +2,987 New
IC
558
Intersect Capital
California
$302K -$222K -2,126 -42%
ST
559
Smithfield Trust
Pennsylvania
$302K -$47.8K -457 -13%
PFA
560
Pure Financial Advisors
California
$302K -$22K -210 -7%
CFA
561
Carroll Financial Associates
North Carolina
$302K -$20.9K -200 -6%
FLA
562
Financial Life Advisors
Texas
$302K -$11.5K -110 -4%
CF
563
Centaurus Financial
California
$302K +$111K +1,061 +56%
KPW
564
Kore Private Wealth
New York
$301K
FLPIM
565
F.L. Putnam Investment Management
Massachusetts
$299K
YIA
566
YHB Investment Advisors
Connecticut
$295K
HFA
567
High Falls Advisors
New York
$295K +$105 +1 +0%
CWM
568
CCG Wealth Management
California
$292K -$5.12K -49 -2%
PCM
569
Parsons Capital Management
Rhode Island
$292K -$2.61K -25 -0.9%
VCP
570
Vista Capital Partners
Oregon
$291K -$11.1K -106 -4%
FNBOO
571
First National Bank of Omaha
Nebraska
$289K
GCM
572
Geneva Capital Management
Wisconsin
$287K -$1.48M -14,177 -83%
AWM
573
Avior Wealth Management
Nebraska
$287K -$68.2K -652 -19%
AA
574
Argent Advisors
Louisiana
$286K -$47.1K -450 -14%
PCA
575
Personal Capital Advisors
California
$285K -$35.3K -338 -11%