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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
226
Private Capital Management (Colorado)
Colorado
$852K – – –
CBN
227
Cadence Bank NA
Texas
$846K -$16.5K -288 -2%
BAC
228
Boys Arnold & Co
North Carolina
$837K – – –
FAIM
229
Financial Advocates Investment Management
Washington
$837K +$426K +7,440 +112%
CFGS
230
Concourse Financial Group Securities
Alabama
$832K +$511K +8,916 +176%
GFS
231
GYL Financial Synergies
Connecticut
$827K +$1.38K +24 +0.2%
CFA
232
Carroll Financial Associates
North Carolina
$824K -$47.9K -836 -6%
FHC
233
First Heartland Consultants
Missouri
$823K -$16K -280 -2%
PAI
234
Pittenger & Anderson Inc
Nebraska
$821K – – –
TSS
235
Two Sigma Securities
New York
$812K +$782K +13,644 New
SC
236
SouthState Corp
Florida
$808K +$30.9K +540 +4%
GT
237
Glenmede Trust
Pennsylvania
$806K -$4.58K -80 -0.6%
WWM
238
Windsor Wealth Management
Indiana
$797K -$3.44K -60 -0.4%
MBT
239
Montecito Bank & Trust
California
$786K – – –
BOPW
240
Brandywine Oak Private Wealth
Pennsylvania
$773K -$146K -2,540 -16%
SF
241
Synovus Financial
Georgia
$765K -$59.1K -1,032 -7%
IB
242
Intrust Bank
Kansas
$759K -$128K -2,232 -15%
APWM
243
Atlas Private Wealth Management
New York
$756K +$728K +12,700 New
KPCM
244
Kings Point Capital Management
New York
$754K – – –
DIA
245
Dana Investment Advisors
Wisconsin
$745K -$18.8K -328 -3%
LIA
246
LBMC Investment Advisors
Tennessee
$743K +$1.38K +24 +0.2%
WTC
247
WhitTier Trust Company
Nevada
$732K – – –
IWM
248
IHT Wealth Management
Illinois
$727K -$80.7K -1,408 -10%
OCM
249
One Capital Management
California
$726K -$688 -12 -0.1%
SAMC
250
Spectrum Asset Management (California)
California
$725K -$3.44K -60 -0.5%
8 9
10
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