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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
301
Oakworth Capital
Alabama
$519K – – –
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$519K +$25.1K +358 +5%
GIA
303
Gladstone Institutional Advisory
Florida
$518K -$46.8K -666 -8%
KFI
304
Key Financial Inc
Pennsylvania
$513K +$106K +1,503 +23%
GCM
305
Gables Capital Management
Florida
$511K – – –
LPIC
306
LeJeune Puetz Investment Counsel
Michigan
$509K – – –
BCM
307
Brookstone Capital Management
Illinois
$507K -$135K -1,927 -20%
BPA
308
Beacon Pointe Advisors
California
$502K -$146K -2,083 -21%
JIC
309
Johnson Investment Counsel
Ohio
$496K -$15.4K -219 -3%
IA
310
Insight Advisors
Pennsylvania
$494K -$43.9K -625 -8%
AAS
311
Ameritas Advisory Services
Nebraska
$492K +$62K +882 +13%
LPT
312
Legacy Private Trust
Wisconsin
$489K -$28.1K -400 -5%
AIM
313
Allen Investment Management
New York
$482K – – –
GAM
314
Griffin Asset Management
New York
$481K +$281 +4 +0.1%
RDFA
315
Ritter Daniher Financial Advisory
Ohio
$481K +$530K +7,542 New
MAM
316
MMA Asset Management
Pennsylvania
$479K – – –
CWM
317
Cahaba Wealth Management
Georgia
$479K +$632 +9 +0.1%
PFPT
318
Pinnacle Financial Partners (Tennessee)
Tennessee
$478K -$62.5K -890 -11%
AMCA
319
Arthur M. Cohen & Associates
Illinois
$478K +$527K +7,500 New
VC
320
Veracity Capital
Georgia
$477K -$40.5K -577 -7%
CCA
321
Cobblestone Capital Advisors
New York
$476K – – –
PMG
322
Private Management Group
California
$470K – – –
WF
323
Welch & Forbes
Massachusetts
$462K +$3.23K +46 +0.6%
WP
324
WMS Partners
Maryland
$460K – – –
CI
325
CX Institutional
Indiana
$460K +$507K +7,219 New
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