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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
251
RFG Advisory
Alabama
$500K +$94.6K +1,720 +18%
CWAG
252
Compton Wealth Advisory Group
Virginia
$493K -$42.5K -772 -7%
CPSC
253
Carl P. Sherr & Co
Massachusetts
$490K -$276K -5,008 -31%
NFG
254
Nations Financial Group
Iowa
$485K +$30.1K +548 +5%
MIC
255
Meridian Investment Counsel
California
$475K – – –
HSWM
256
Hubbell Strickland Wealth Management
Louisiana
$470K +$23.5K +428 +4%
JIC
257
Johnson Investment Counsel
Ohio
$461K -$12.3K -224 -2%
BAC
258
Boys Arnold & Co
North Carolina
$459K -$207K -3,768 -27%
HCA
259
Harbour Capital Advisors
Virginia
$454K – – –
KFI
260
Key Financial Inc
Pennsylvania
$451K -$95.9K -1,744 -15%
BC
261
Brinker Capital
Pennsylvania
$451K +$75K +1,364 +16%
SWM
262
SVA Wealth Management
Wisconsin
$450K +$4.62K +84 +0.8%
BP
263
Ballentine Partners
Massachusetts
$450K +$555K +10,080 New
CGA
264
Crescent Grove Advisors
Illinois
$447K -$1.81M -32,900 -77%
BEI
265
Benjamin Edwards Inc
Missouri
$444K +$159K +2,888 +41%
RC
266
RegentAtlantic Capital
New Jersey
$440K – – –
LFAS
267
Level Four Advisory Services
Texas
$439K -$383K -6,960 -41%
OC
268
Oakworth Capital
Alabama
$439K – – –
GIA
269
Gladstone Institutional Advisory
Florida
$437K -$14.3K -260 -3%
MFW
270
Meristem Family Wealth
Minnesota
$436K – – –
LPIC
271
LeJeune Puetz Investment Counsel
Michigan
$435K – – –
GEA
272
Glen Eagle Advisors
New Jersey
$423K -$5.28K -96 -1%
ONB
273
Old National Bancorp
Indiana
$418K -$15.2K -276 -3%
SAMC
274
Spectrum Asset Management (California)
California
$408K -$167K -3,040 -25%
SCM
275
SOL Capital Management
Maryland
$406K +$1.54K +28 +0.3%
9 10
11
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