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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
M
226
MOTCO
Texas
$173K – – –
RIA
227
Regal Investment Advisors
Michigan
$159K +$155 +4 +0.1%
DSC
228
Duncker Streett & Co
Missouri
$133K – – –
BRWM
229
B. Riley Wealth Management
Tennessee
$132K -$110K -2,844 -45%
CFS
230
Community Financial System
New York
$132K – – –
WA
231
WFG Advisors
Texas
$130K +$11.8K +304 +10%
MAA
232
Managed Account Advisors
New Jersey
$123K +$126K +3,256 New
GAM
233
Gemmer Asset Management
California
$113K – – –
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K – – –
FCCM
235
First City Capital Management
Georgia
$103K – – –
BCI
236
Brinker Capital Investments
Pennsylvania
$96K – – –
FBT
237
Founders Bank & Trust
Michigan
$93K – – –
FANJ
238
Financial Architects (New Jersey)
New Jersey
$91K – – –
SSB
239
Sandy Spring Bank
Maryland
$85K – – –
ST
240
Smithfield Trust
Pennsylvania
$73K – – –
MWP
241
MYCIO Wealth Partners
Pennsylvania
$63K +$155 +4 +0.2%
TCOV
242
Trust Company of Vermont
Vermont
$61K – – –
KT
243
Kanaly Trust
Texas
$60K – – –
TCCM
244
Timber Creek Capital Management
Massachusetts
$56K – – –
BBHC
245
Brown Brothers Harriman & Co
New York
$55K – – –
LWM
246
LBA Wealth Management
Florida
$46K +$47.3K +1,220 New
PIM
247
Parasol Investment Management
Illinois
$39K -$7.75K -200 -16%
TDC
248
Thompson Davis & Co
Virginia
$39K +$40K +1,032 New
MHS
249
M Holdings Securities
Oregon
$37K +$37.7K +972 New
EAMA
250
EFG Asset Management (Americas)
Florida
$36K – – –
8 9
10
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