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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
301
Legacy Private Trust
Wisconsin
$640K – – –
B
302
Bailard
California
$637K – – –
IWN
303
Independent Wealth Network
Iowa
$636K +$592K +7,288 New
JIC
304
Johnson Investment Counsel
Ohio
$634K – – –
LPIC
305
LeJeune Puetz Investment Counsel
Michigan
$634K – – –
BCI
306
Brinker Capital Investments
Pennsylvania
$631K – – –
T
307
TNF
Montana
$628K +$619K +7,622 New
IA
308
IFP Advisors
Florida
$625K +$12.5K +154 +2%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$617K -$18.7K -230 -3%
LWM
310
Lyell Wealth Management
California
$615K – – –
GIA
311
Gladstone Institutional Advisory
Florida
$613K +$487 +6 +0.1%
CWM
312
Cahaba Wealth Management
Georgia
$612K +$406 +5 +0.1%
AIM
313
Allen Investment Management
New York
$598K – – –
CA
314
Cetera Advisors
Colorado
$595K +$54.1K +667 +10%
HI
315
Harbour Investments
Wisconsin
$587K +$18.8K +231 +3%
GWA
316
GGM Wealth Advisors
Maryland
$584K – – –
PMG
317
Private Management Group
California
$584K – – –
MAFM
318
Mid Atlantic Financial Management
Pennsylvania
$584K +$3.57K +44 +0.6%
CCA
319
Cobblestone Capital Advisors
New York
$581K – – –
WP
320
WMS Partners
Maryland
$572K – – –
WP
321
WealthSource Partners
California
$571K -$90.9K -1,120 -13%
WF
322
Welch & Forbes
Massachusetts
$571K – – –
PWM
323
Perigon Wealth Management
California
$570K -$136K -1,676 -19%
CFS
324
CRA Financial Services
New Jersey
$565K -$34.5K -425 -6%
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$564K +$162 +2 +0%
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