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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
301
Mosaic Family Wealth
Missouri
$333K +$312K +5,920 +2,426%
HH
302
Hilltop Holdings
Texas
$332K – – –
BL
303
Balentine LLC
Georgia
$331K -$3.8K -72 -1%
KFA
304
Kelleher Financial Advisors
New York
$328K -$59.7K -1,132 -16%
CIA
305
Capital Investment Advisors
Georgia
$323K +$47.5K +900 +18%
CCA
306
Cobblestone Capital Advisors
New York
$321K -$26.4K -500 -8%
MWAC
307
Mariner Wealth Advisors (Cincinnati)
Ohio
$321K +$34.8K +660 +12%
CPO
308
Cerity Partners OCIO
New York
$320K -$30.2K -572 -9%
RRC
309
Relaxing Retirement Coach
Massachusetts
$317K +$310K +5,880 New
MAM
310
Marquette Asset Management
Minnesota
$314K – – –
PCIA
311
Prime Capital Investment Advisors
Kansas
$308K +$301K +5,700 New
WAM
312
Wealthspire Advisors (Maryland)
Maryland
$304K +$28.5K +540 +11%
FUBT
313
First United Bank & Trust
Maryland
$302K – – –
HSA
314
HBK Sorce Advisory
Pennsylvania
$298K +$7.59K +144 +3%
LW
315
Linscomb Wealth
Texas
$296K -$184K -3,496 -39%
PFS
316
Prospera Financial Services
Texas
$292K +$281K +5,324 New
MGIA
317
Matthew Goff Investment Advisor
Texas
$286K -$16.2K -308 -5%
SAM
318
Summit Asset Management
Tennessee
$285K -$5.27K -100 -2%
FPCG
319
Fort Pitt Capital Group
Pennsylvania
$285K – – –
OIA
320
OneDigital Investment Advisors
Kansas
$284K -$147K -2,784 -35%
FMWA
321
Forvis Mazars Wealth Advisors
Missouri
$284K +$277K +5,260 New
AIP
322
Ahrens Investment Partners
Louisiana
$283K +$6.33K +120 +2%
NB
323
NBT Bank
New York
$281K -$21.1K -400 -7%
HFA
324
High Falls Advisors
New York
$281K – – –
SCM
325
Sterling Capital Management
North Carolina
$275K – – –
11 12
13
14 15