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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
251
Kurt F. Somerville
$732K – – –
FNBOSM
252
First National Bank of South Miami
Florida
$731K -$184K -2,661 -19%
WANY
253
Wealthspire Advisors (New York)
New York
$721K +$353K +5,107 +81%
CW
254
CreativeOne Wealth
Kansas
$718K +$361K +5,231 +85%
SFG
255
Sather Financial Group
Texas
$716K – – –
MWM
256
Marietta Wealth Management
Georgia
$707K – – –
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$706K +$522K +7,564 +208%
BOPW
258
Brandywine Oak Private Wealth
Pennsylvania
$698K – – –
LWANC
259
Laurel Wealth Advisors (North Carolina)
North Carolina
$697K +$2.69K +39 +0.4%
IA
260
IFG Advisory
Georgia
$692K +$406K +5,884 +115%
CA
261
Cetera Advisors
Colorado
$689K +$30K +434 +4%
SW
262
SlateStone Wealth
Florida
$684K +$4.97K +72 +0.7%
DIA
263
Dana Investment Advisors
Wisconsin
$683K -$1.38K -20 -0.2%
AWA
264
Arkadios Wealth Advisors
Georgia
$682K -$6.9K -100 -0.9%
CC
265
Codex Capital
New York
$680K – – –
SCM
266
SOL Capital Management
Maryland
$674K +$12.8K +185 +2%
MIC
267
Meridian Investment Counsel
California
$671K – – –
HTC
268
Haverford Trust Company
Pennsylvania
$671K +$71.2K +1,032 +11%
AC
269
AWM Capital
Arizona
$669K – – –
FNBT
270
FineMark National Bank & Trust
Florida
$665K +$107K +1,552 +17%
SC
271
Savant Capital
Illinois
$661K -$22.4K -324 -3%
HCA
272
Harbour Capital Advisors
Virginia
$661K – – –
CG
273
Colony Group
Massachusetts
$655K -$131K -1,895 -15%
BWA
274
BDO Wealth Advisors
Florida
$647K +$345 +5 +0%
CGA
275
Crescent Grove Advisors
Illinois
$644K – – –
9 10
11
12 13