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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$1.06M – – –
BOPW
227
Brandywine Oak Private Wealth
Pennsylvania
$1.05M – – –
KM
228
Kalos Management
Georgia
$1.05M +$101K +1,260 +11%
CBN
229
Cadence Bank NA
Texas
$1.04M -$21.8K -272 -2%
PA
230
PFG Advisors
Arizona
$1.04M -$1.04K -13 -0.1%
LIA
231
LBMC Investment Advisors
Tennessee
$1.03M -$68.4K -852 -6%
FAIM
232
Financial Advocates Investment Management
Washington
$1.02M -$49.3K -614 -5%
PCG
233
Private Capital Group
Connecticut
$1.01M – – –
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$999K -$161K -2,000 -14%
PWA
235
Pinnacle Wealth Advisors
Tennessee
$999K +$990K +12,338 New
IA
236
IFG Advisory
Georgia
$992K -$127K -1,588 -11%
CFA
237
Carroll Financial Associates
North Carolina
$991K – – –
CG
238
Corundum Group
Colorado
$990K – – –
BSB
239
Bangor Savings Bank
Maine
$984K – – –
BSW
240
Buckingham Strategic Wealth
Missouri
$975K +$883 +11 +0.1%
KWM
241
Kingsview Wealth Management
Oregon
$970K +$61.6K +768 +7%
APWM
242
Atlas Private Wealth Management
New York
$963K -$9.15K -114 -0.9%
HA
243
Harborview Advisors
Maine
$960K -$27.7K -345 -3%
WTC
244
WhitTier Trust Company
Nevada
$960K – – –
IWM
245
IHT Wealth Management
Illinois
$957K +$80 +1 +0%
GL
246
Graypoint LLC
New York
$951K – – –
GCM
247
Gables Capital Management
Florida
$948K – – –
BCM
248
Brookstone Capital Management
Illinois
$942K +$941K +11,720 New
LWANC
249
Laurel Wealth Advisors (North Carolina)
North Carolina
$923K +$32.7K +407 +4%
PCMC
250
Private Capital Management (Colorado)
Colorado
$922K -$25.3K -315 -3%
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10
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