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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
226
Kings Point Capital Management
New York
$684K – – –
V
227
Veritable
Delaware
$666K +$651K +12,344 New
ONB
228
Old National Bancorp
Indiana
$660K -$12.7K -240 -2%
DIA
229
Denver Investment Advisors
Colorado
$650K – – –
WWM
230
Windsor Wealth Management
Indiana
$626K +$612K +11,608 New
HCA
231
Harbour Capital Advisors
Virginia
$611K – – –
MWM
232
Marietta Wealth Management
Georgia
$605K – – –
SC
233
SouthState Corp
Florida
$596K +$21.1K +400 +4%
SG
234
StoneX Group
New York
$587K +$122K +2,320 +27%
PMG
235
ProVise Management Group
Florida
$586K – – –
IWM
236
IHT Wealth Management
Illinois
$586K +$282K +5,356 +103%
RC
237
RegentAtlantic Capital
New Jersey
$584K +$39K +740 +7%
HJA
238
Hugh Johnson Advisors
New York
$583K -$4.22K -80 -0.7%
AA
239
Advisory Alpha
Michigan
$582K +$19.4K +368 +4%
CWM
240
Cornerstone Wealth Management
Missouri
$570K +$64.1K +1,216 +13%
FIM
241
Freedom Investment Management
Connecticut
$566K -$71.3K -1,352 -11%
CG
242
Colony Group
Massachusetts
$563K -$40.3K -764 -7%
KCM
243
Kanawha Capital Management
Virginia
$562K -$5.27K -100 -1%
AF
244
Alerus Financial
North Dakota
$560K – – –
RMDI
245
R.M. Davis Inc
Maine
$553K – – –
OC
246
Oakworth Capital
Alabama
$550K -$21.9K -416 -4%
FCI
247
Financial Counselors Inc
Kansas
$548K -$9.07K -172 -2%
KA
248
Kovack Advisors
Florida
$540K -$11K -208 -2%
CG
249
Corundum Group
Colorado
$538K – – –
BWA
250
BDO Wealth Advisors
Florida
$532K +$375K +7,120 +261%
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