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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$1.59M +$59.8K +717 +4%
WANY
227
Wealthspire Advisors (New York)
New York
$1.59M -$14.2K -170 -1%
PCIA
228
Prime Capital Investment Advisors
Kansas
$1.57M +$416K +4,988 +41%
MA
229
MONECO Advisors
Connecticut
$1.57M +$138K +1,659 +11%
AFG
230
Allegheny Financial Group
Pennsylvania
$1.56M -$24.8K -297 -2%
TCOV
231
Trust Company of Vermont
Vermont
$1.54M +$66.7K +800 +5%
WA
232
Waverly Advisors
Alabama
$1.54M +$1.41M +16,862 New
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.53M – – –
CIA
234
Concurrent Investment Advisors
Florida
$1.53M -$10.6M -126,901 -88%
HCA
235
Heck Capital Advisors
Wisconsin
$1.51M +$14.8K +178 +1%
RWA
236
River Wealth Advisors
Pennsylvania
$1.51M -$21.8K -261 -2%
OA
237
Operose Advisors
Wisconsin
$1.5M +$1.37M +16,404 New
AHC
238
Anderson Hoagland & Co
Missouri
$1.47M – – –
EIP
239
Ellis Investment Partners
Pennsylvania
$1.46M -$12.5K -150 -0.9%
SG
240
Somerset Group
Minnesota
$1.46M +$6.92K +83 +0.5%
DIA
241
Dana Investment Advisors
Wisconsin
$1.45M +$62.1K +745 +5%
VC
242
Vicus Capital
Pennsylvania
$1.45M +$171K +2,053 +15%
TC
243
TAGStone Capital
North Carolina
$1.44M +$4.75K +57 +0.4%
KA
244
Kozak & Associates
Colorado
$1.42M +$3.34K +40 +0.3%
SI
245
Stephens Inc
Arkansas
$1.42M -$834 -10 -0.1%
IAIM
246
International Assets Investment Management
Florida
$1.41M -$39K -467 -3%
PTC
247
Private Trust Company
Ohio
$1.41M -$52.4K -628 -4%
CWA
248
Clarus Wealth Advisors
Arizona
$1.4M +$1.31M +15,748 New
PG
249
Patten Group
Tennessee
$1.39M +$152K +1,823 +14%
VCA
250
Verdence Capital Advisors
Maryland
$1.39M – – –
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