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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
276
U.S. Capital Wealth Advisors
Texas
$895K -$44.7K -533 -5%
BSW
277
Buckingham Strategic Wealth
Missouri
$893K -$93.1K -1,110 -10%
PCG
278
Private Capital Group
Connecticut
$887K -$174K -2,076 -17%
BWA
279
BDO Wealth Advisors
Florida
$886K +$168 +2 +0%
MBT
280
Montecito Bank & Trust
California
$884K -$41.9K -500 -5%
AL
281
ACAS LLC
California
$880K -$9.81K -117 -1%
NF
282
Norwood Financial
Pennsylvania
$876K +$861K +10,271 New
HCA
283
Harbour Capital Advisors
Virginia
$868K – – –
PPA
284
Parametric Portfolio Associates
Washington
$868K +$94.6K +1,128 +12%
CWAG
285
Compton Wealth Advisory Group
Virginia
$864K +$42.7K +509 +5%
IWS
286
Insight Wealth Strategies
California
$860K +$846K +10,089 New
BCM
287
Brookstone Capital Management
Illinois
$852K -$46.5K -554 -5%
BP
288
Ballentine Partners
Massachusetts
$851K – – –
GEA
289
Glen Eagle Advisors
New Jersey
$848K +$2.52K +30 +0.3%
CFGS
290
Concourse Financial Group Securities
Alabama
$842K -$35K -417 -4%
RC
291
RegentAtlantic Capital
New Jersey
$841K – – –
MFW
292
Meristem Family Wealth
Minnesota
$840K -$47K -560 -5%
RCG
293
Resource Consulting Group
Florida
$823K +$810K +9,656 New
AC
294
AWM Capital
Arizona
$806K – – –
AT
295
American Trust
Kentucky
$806K +$793K +9,457 New
OWA
296
Octavia Wealth Advisors
Ohio
$796K +$48.1K +574 +7%
PSF
297
Pacific Sun Financial
California
$788K -$2.52K -30 -0.3%
BIM
298
Bridges Investment Management
Nebraska
$780K -$1.68K -20 -0.2%
MAM
299
MMA Asset Management
Pennsylvania
$775K -$1.63M -19,432 -68%
SC
300
SouthState Corp
Florida
$764K -$29.7K -354 -4%
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12
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