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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
276
Alexandria Capital
Virginia
$494K – – –
WP
277
WMS Partners
Maryland
$483K – – –
EK
278
Evensky & Katz
Florida
$481K -$40.3K -716 -8%
CWM
279
Cornerstone Wealth Management
Missouri
$477K -$23.4K -416 -5%
KP
280
Keel Point
Alabama
$467K -$11.5K -204 -2%
IWC
281
Integrated Wealth Concepts
Massachusetts
$466K +$5.62K +100 +1%
SFS
282
Sowell Financial Services
Arkansas
$463K +$466K +8,280 New
KCM
283
Kanawha Capital Management
Virginia
$462K -$45K -800 -9%
NPF
284
Norris Perne & French
Michigan
$461K -$43.9K -780 -9%
PWAP
285
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$460K -$550K -9,784 -54%
BC
286
Brinker Capital
Pennsylvania
$459K +$156K +2,768 +51%
CRC
287
Curi RMB Capital
Illinois
$454K – – –
CB
288
Community Bank
New York
$453K -$9K -160 -2%
OIA
289
OneDigital Investment Advisors
Kansas
$451K -$97.8K -1,740 -18%
LPT
290
Legacy Private Trust
Wisconsin
$447K +$48.8K +868 +12%
BIM
291
Bridges Investment Management
Nebraska
$443K -$103K -1,824 -19%
OFG
292
Omega Financial Group
California
$439K -$6.52K -116 -1%
CFS
293
CRA Financial Services
New Jersey
$434K -$11.2K -200 -3%
B
294
Bailard
California
$424K – – –
AIM
295
Allen Investment Management
New York
$423K – – –
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$416K -$877K -15,600 -68%
CG
297
Corundum Group
Colorado
$414K – – –
SC
298
Savant Capital
Illinois
$407K – – –
ATFA
299
All Terrain Financial Advisors
Minnesota
$406K – – –
CHC
300
City Holding Co
West Virginia
$406K – – –
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12
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