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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
226
Hefty Wealth Partners
Indiana
$417K -$56.7K -1,292 -12%
PBO
227
Peoples Bank (Ohio)
Ohio
$403K +$1.05K +24 +0.3%
IH
228
IFC Holdings
Florida
$402K -$27.9K -636 -6%
MIC
229
Meridian Investment Counsel
California
$399K -$1.23K -28 -0.3%
CG
230
Cutler Group
California
$399K +$52.7K +1,200 +15%
SC
231
SouthState Corp
Florida
$398K -$702 -16 -0.2%
BAC
232
Boys Arnold & Co
North Carolina
$397K – – –
B
233
Bailard
California
$394K -$4.39K -100 -1%
HJA
234
Hugh Johnson Advisors
New York
$392K +$49.2K +1,120 +14%
FHA
235
First Horizon Advisors
Tennessee
$389K +$11.1K +252 +3%
SWM
236
SVA Wealth Management
Wisconsin
$388K – – –
AFP
237
Ausdal Financial Partners
Iowa
$380K -$233K -5,312 -38%
BRWA
238
B. Riley Wealth Advisors
Florida
$377K +$34.9K +796 +10%
LAM
239
Lebenthal Asset Management
New York
$371K -$2.63K -60 -0.7%
WAM
240
Wallington Asset Management
Indiana
$367K – – –
CBU
241
CIBC Bank USA
Illinois
$366K – – –
ICOA
242
Investment Centers of America
North Dakota
$359K -$4.04K -92 -1%
SFG
243
SNS Financial Group
Minnesota
$353K -$81.6K -1,860 -19%
YP
244
Yellowstone Partners
Idaho
$341K +$343K +7,812 New
KFA
245
Kelleher Financial Advisors
New York
$318K – – –
CHC
246
City Holding Co
West Virginia
$317K – – –
SI
247
SII Investments
Wisconsin
$310K +$36.9K +840 +13%
CWM
248
Concert Wealth Management
California
$308K -$307K -7,004 Closed
WCM
249
Wealthcare Capital Management
Virginia
$307K -$7.9K -180 -2%
NFG
250
Nations Financial Group
Iowa
$304K -$1.93K -44 -0.6%
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