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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
251
Sather Financial Group
Texas
$878K – – –
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$869K – – –
MWM
253
Marietta Wealth Management
Georgia
$867K – – –
KFAA
254
Klaas Financial Asset Advisors
Illinois
$858K -$69.2K -895 -7%
BOPW
255
Brandywine Oak Private Wealth
Pennsylvania
$856K – – –
PCG
256
Private Capital Group
Connecticut
$853K +$48.7K +630 +6%
LWANC
257
Laurel Wealth Advisors (North Carolina)
North Carolina
$851K +$464 +6 +0.1%
AWM
258
Avior Wealth Management
Nebraska
$849K -$490K -6,335 -37%
AWA
259
Arkadios Wealth Advisors
Georgia
$843K +$1.85K +24 +0.2%
SC
260
Savant Capital
Illinois
$835K – – –
CC
261
Codex Capital
New York
$835K – – –
IWM
262
IHT Wealth Management
Illinois
$829K -$5.02K -65 -0.6%
MIC
263
Meridian Investment Counsel
California
$822K – – –
PPA
264
Parametric Portfolio Associates
Washington
$809K +$22.3K +289 +3%
BWA
265
BDO Wealth Advisors
Florida
$803K +$232 +3 +0%
MBT
266
Montecito Bank & Trust
California
$801K – – –
CGA
267
Crescent Grove Advisors
Illinois
$790K -$62.4K -807 -7%
USCWA
268
U.S. Capital Wealth Advisors
Texas
$789K -$21.8K -282 -3%
HCA
269
Harbour Capital Advisors
Virginia
$787K – – –
IWS
270
Insight Wealth Strategies
California
$781K +$1.08K +14 +0.1%
AL
271
ACAS LLC
California
$779K -$17.8K -230 -2%
BP
272
Ballentine Partners
Massachusetts
$771K – – –
BPA
273
Beacon Pointe Advisors
California
$771K +$367K +4,745 +91%
OCM
274
Orser Capital Management
Texas
$768K +$353K +4,570 +85%
TI
275
Truepoint Inc
Ohio
$765K +$99.5K +1,287 +15%
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