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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
251
ACAS LLC
California
$714K -$11K -157 -2%
BOPW
252
Brandywine Oak Private Wealth
Pennsylvania
$706K – – –
LWANC
253
Laurel Wealth Advisors (North Carolina)
North Carolina
$702K +$421 +6 +0.1%
AWA
254
Arkadios Wealth Advisors
Georgia
$696K +$702 +10 +0.1%
HW
255
Hancock Whitney
Mississippi
$695K -$59K -840 -7%
DIA
256
Dana Investment Advisors
Wisconsin
$692K -$345K -4,911 -31%
SC
257
Savant Capital
Illinois
$689K -$70 -1 -0%
SW
258
SlateStone Wealth
Florida
$687K +$279K +3,973 +58%
IWM
259
IHT Wealth Management
Illinois
$684K -$70 -1 -0%
MIC
260
Meridian Investment Counsel
California
$678K – – –
SCM
261
SOL Capital Management
Maryland
$670K +$125K +1,775 +20%
CA
262
Cetera Advisors
Colorado
$669K +$202K +2,875 +38%
HCA
263
Heck Capital Advisors
Wisconsin
$660K -$5.39M -76,750 -88%
BWA
264
BDO Wealth Advisors
Florida
$654K -$9.62K -137 -1%
MBT
265
Montecito Bank & Trust
California
$654K -$7.3K -104 -1%
TRCT
266
Tower Research Capital (TRC)
New York
$653K +$247K +3,517 +52%
CGA
267
Crescent Grove Advisors
Illinois
$651K – – –
HCA
268
Harbour Capital Advisors
Virginia
$649K – – –
CG
269
Corundum Group
Colorado
$637K -$140K -2,000 -17%
BP
270
Ballentine Partners
Massachusetts
$636K – – –
OIA
271
OneDigital Investment Advisors
Kansas
$634K -$160K -2,273 -19%
RC
272
RegentAtlantic Capital
New Jersey
$629K – – –
CAM
273
Congress Asset Management
Massachusetts
$614K +$676K +9,628 New
HTC
274
Haverford Trust Company
Pennsylvania
$613K +$461K +6,560 +215%
PPW
275
Parcion Private Wealth
Washington
$612K – – –
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11
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