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iShares Russell Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
626
Signet Financial Management
New Jersey
$386K +$284 +3 +0.1%
CG
627
Cynosure Group
Utah
$385K +$758 +8 +0.2%
DT
628
Diversified Trust
Tennessee
$383K
TCBWMS
629
Texas Capital Bank Wealth Management Services
Texas
$382K
SCA
630
St. Clair Advisors
Ohio
$382K
MAWA
631
Moss Adams Wealth Advisors
Washington
$380K +$95 +1 +0%
UWPG
632
Ullmann Wealth Partners Group
Florida
$379K +$95 +1 +0%
FA
633
FF Advisors
California
$378K +$343K +3,620 New
HA
634
HFG Advisors
Ohio
$376K
SMA
635
Sage Mountain Advisors
Georgia
$374K +$474 +5 +0.1%
MMPW
636
Mitchell McLeod Pugh & Williams
Alabama
$372K +$12.7K +134 +4%
SCTC
637
Sanibel Captiva Trust Company
Florida
$372K +$337K +3,560 New
BWA
638
BlueChip Wealth Advisors
Georgia
$370K +$336K +3,544 New
PCA
639
Prosperity Capital Advisors
Ohio
$370K +$335K +3,539 New
Fiera Capital (Canada)
640
Fiera Capital (Canada)
Quebec, Canada
$369K +$43.2K +456 +15%
SW
641
SkyOak Wealth
Michigan
$368K -$60.3K -636 -15%
CTWM
642
Cherry Tree Wealth Management
Minnesota
$366K
TNA
643
True North Advisors
Texas
$365K
OIA
644
OneDigital Investment Advisors
Kansas
$363K -$32K -338 -9%
WIM
645
Wittenberg Investment Management
Massachusetts
$361K
PCMC
646
Private Capital Management (Colorado)
Colorado
$361K
BBHC
647
Brown Brothers Harriman & Co
New York
$358K +$42.7K +450 +15%
CCMG
648
Clark Capital Management Group
Pennsylvania
$357K
FL
649
FreeGulliver LLC
Louisiana
$356K +$323K +3,409 New
PIFP
650
Partners in Financial Planning
Virginia
$356K