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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$726K -$29.3K -560 -4%
SC
227
SouthState Corp
Florida
$720K +$3.14K +60 +0.4%
OC
228
Oppenheimer & Co
New York
$712K -$106K -2,028 -12%
PWS
229
Paragon Wealth Strategies
Florida
$692K -$1.26K -24 -0.2%
FNBOSM
230
First National Bank of South Miami
Florida
$691K +$693K +13,240 New
HJA
231
Hugh Johnson Advisors
New York
$687K +$2.09K +40 +0.3%
BAC
232
Boys Arnold & Co
North Carolina
$677K -$52.3K -1,000 -7%
FCI
233
Financial Counselors Inc
Kansas
$662K -$15.5K -296 -2%
PAI
234
Pittenger & Anderson Inc
Nebraska
$660K – – –
TA
235
Townsend & Associates
Colorado
$660K +$41.9K +800 +6%
EIP
236
Ellis Investment Partners
Pennsylvania
$645K +$707K +13,508 New
TCOV
237
Trust Company of Vermont
Vermont
$644K – – –
WBC
238
West Branch Capital
Massachusetts
$642K -$185K -3,540 -21%
BAM
239
Belpointe Asset Management
Nevada
$613K +$29.9K +572 +5%
LIA
240
LBMC Investment Advisors
Tennessee
$610K -$13.6K -260 -2%
KPCM
241
Kings Point Capital Management
New York
$606K – – –
WTC
242
WhitTier Trust Company
Nevada
$598K +$293K +5,600 +81%
CCA
243
Clearwater Capital Advisors
Illinois
$597K -$69.3K -1,324 -10%
OCM
244
One Capital Management
California
$596K +$267K +5,100 +69%
MAFM
245
Mid Atlantic Financial Management
Pennsylvania
$596K +$652K +12,464 New
CA
246
Cetera Advisors
Colorado
$593K -$5.36M -102,332 -89%
CWAG
247
Compton Wealth Advisory Group
Virginia
$587K +$643K +12,288 New
F
248
F3Logic
Minnesota
$575K +$630K +12,028 New
TNBTD
249
Trustmark National Bank Trust Department
Mississippi
$567K -$35.8K -684 -5%
WWM
250
Windsor Wealth Management
Indiana
$563K +$20.1K +384 +3%
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