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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
251
Gofen & Glossberg
Illinois
$252K – – –
TI
252
Truepoint Inc
Ohio
$250K +$266K +6,368 New
SIC
253
Sigma Investment Counselors
Michigan
$247K – – –
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$233K +$248K +5,932 New
SS
255
Simplicity Solutions
Minnesota
$229K -$3.95M -94,628 -94%
CWM
256
Cabot Wealth Management
Massachusetts
$229K -$57.1K -1,368 -19%
MAM
257
Marquette Asset Management
Minnesota
$229K – – –
WA
258
Wealth Architects
California
$229K +$243K +5,828 New
EFS
259
Essex Financial Services
Connecticut
$228K – – –
FPCG
260
Fort Pitt Capital Group
Pennsylvania
$226K – – –
DWA
261
Dorsey Wright & Associates
California
$223K -$719K -17,228 -8%
UR
262
USCA RIA
Texas
$222K – – –
FWCM
263
Ferguson Wellman Capital Management
Oregon
$220K – – –
FUBT
264
First United Bank & Trust
Maryland
$220K – – –
NB
265
NBT Bank
New York
$220K – – –
SB
266
Suntrust Banks
Georgia
$219K -$14.4K -344 -6%
PSUF
267
People's United Financial
Connecticut
$219K – – –
MC
268
Moors & Cabot
Massachusetts
$219K +$234K +5,596 New
FHA
269
First Horizon Advisors
Tennessee
$215K -$3.67K -88 -2%
SAM
270
Solaris Asset Management
New York
$214K -$73.5K -1,760 -24%
DY
271
Dowling & Yahnke
California
$210K -$6.68K -160 -3%
AF
272
Aldebaran Financial
$207K – – –
HSA
273
HBK Sorce Advisory
Pennsylvania
$205K – – –
PSI
274
Pinnacle Summer Investments
Virginia
$186K +$198K +4,744 New
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$179K – – –
9 10
11
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