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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
301
Fiduciary Alliance
South Carolina
$719K +$786 +11 +0.1%
CGA
302
Crescent Grove Advisors
Illinois
$716K – – –
BP
303
Ballentine Partners
Massachusetts
$713K – – –
SAG
304
SageView Advisory Group
California
$706K +$38.4K +537 +6%
TF
305
TIAA FSB
Florida
$705K +$99.1K +1,387 +16%
WF
306
Welch & Forbes
Massachusetts
$683K – – –
AC
307
AWM Capital
Arizona
$676K – – –
CHC
308
City Holding Co
West Virginia
$676K +$78.6K +1,100 +13%
AAS
309
Ameritas Advisory Services
Nebraska
$665K +$94.4K +1,321 +17%
MBT
310
Montecito Bank & Trust
California
$662K – – –
GAM
311
Griffin Asset Management
New York
$657K +$72K +1,008 +12%
PCMC
312
Private Capital Management (Colorado)
Colorado
$650K – – –
RDFA
313
Ritter Daniher Financial Advisory
Ohio
$646K -$54.9K -768 -8%
EWA
314
EP Wealth Advisors
California
$645K -$3.49M -48,851 -89%
FNBT
315
FineMark National Bank & Trust
Florida
$644K -$88.1K -1,233 -12%
PPW
316
Parcion Private Wealth
Washington
$642K – – –
VVP
317
Venture Visionary Partners
Ohio
$641K +$71 +1 +0%
AWM
318
Avior Wealth Management
Nebraska
$640K +$214 +3 +0%
TTWM
319
TCV Trust & Wealth Management
Virginia
$639K – – –
OWA
320
Outlook Wealth Advisors
Texas
$636K – – –
BPA
321
Beacon Pointe Advisors
California
$633K +$47.1K +659 +8%
LWA
322
LWS Wealth Advisors
New Jersey
$628K -$30.6K -428 -5%
TI
323
Truepoint Inc
Ohio
$625K +$571 +8 +0.1%
CI
324
CX Institutional
Indiana
$624K +$227K +3,181 +58%
HSWM
325
Hubbell Strickland Wealth Management
Louisiana
$618K -$4.64K -65 -0.7%
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