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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
226
Vaughan David Investments
Illinois
$313K – – –
EWM
227
Evercore Wealth Management
New York
$306K +$296K +7,148 New
BUB
228
BBVA USA Bancshares
Texas
$305K +$294K +7,108 New
TCM
229
Traynor Capital Management
Pennsylvania
$304K -$59.9K -1,448 -17%
B
230
Bailard
California
$298K – – –
WTC
231
WhitTier Trust Company
Nevada
$296K – – –
TAM
232
Tocqueville Asset Management
New York
$292K – – –
CS
233
Comerica Securities
Michigan
$290K +$280K +6,764 New
HCP
234
Holt Capital Partners
Texas
$283K – – –
HCM
235
Hollencrest Capital Management
California
$279K +$269K +6,500 New
GG
236
Gofen & Glossberg
Illinois
$275K – – –
SIC
237
Sigma Investment Counselors
Michigan
$270K – – –
FPCG
238
Fort Pitt Capital Group
Pennsylvania
$261K +$252K +6,076 New
FWCM
239
Ferguson Wellman Capital Management
Oregon
$260K -$26.5K -640 -10%
FHA
240
First Horizon Advisors
Tennessee
$255K +$994 +24 +0.4%
MAM
241
Marquette Asset Management
Minnesota
$250K – – –
SI
242
SII Investments
Wisconsin
$250K +$828 +20 +0.3%
EFS
243
Essex Financial Services
Connecticut
$249K -$24.8K -600 -9%
FNT
244
First National Trust
Pennsylvania
$249K +$28K +676 +13%
ICOA
245
Investment Centers of America
North Dakota
$247K -$31.5K -760 -12%
NB
246
NBT Bank
New York
$240K – – –
FUBT
247
First United Bank & Trust
Maryland
$240K +$232K +5,600 New
DY
248
Dowling & Yahnke
California
$236K – – –
SAM
249
Solaris Asset Management
New York
$236K +$228K +5,512 New
AF
250
Aldebaran Financial
$226K +$218K +5,268 New
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