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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
301
Pinnacle Financial Partners (Tennessee)
Tennessee
$922K – – –
AAS
302
Ameritas Advisory Services
Nebraska
$919K -$48K -533 -5%
DP
303
Dearborn Partners
Illinois
$914K – – –
OFO
304
OneAscent Family Office
Alabama
$911K +$978K +10,861 New
MFG
305
Merit Financial Group
Georgia
$907K +$8.83K +98 +0.9%
PWM
306
Perigon Wealth Management
California
$902K -$21.4K -238 -2%
SAM
307
Silvercrest Asset Management
New York
$900K +$718K +7,966 +280%
CAL
308
Capital Analysts LLC
Pennsylvania
$894K – – –
PAS
309
PKS Advisory Services
New York
$889K +$183K +2,026 +23%
MIC
310
Meridian Investment Counsel
California
$886K – – –
AL
311
ACAS LLC
California
$885K -$46.2K -513 -5%
OIA
312
OneDigital Investment Advisors
Kansas
$877K -$16.8K -186 -2%
MWA
313
Merkkuri Wealth Advisors
New York
$877K -$470K -5,216 -33%
BCG
314
Breakwater Capital Group
New Jersey
$876K +$130K +1,447 +16%
MA
315
Marquette Associates
Illinois
$875K – – –
AF
316
Advisornet Financial
Minnesota
$867K +$6.13K +68 +0.7%
BP
317
Ballentine Partners
Massachusetts
$857K – – –
GFPC
318
Global Financial Private Client
Florida
$849K -$60.6K -673 -6%
VVP
319
Venture Visionary Partners
Ohio
$848K +$90 +1 +0%
MWM
320
Modera Wealth Management
New Jersey
$848K +$54.5K +605 +6%
AIP
321
Ameritas Investment Partners
Nebraska
$846K – – –
HWA
322
Heartwood Wealth Advisors
Virginia
$838K -$901 -10 -0.1%
CA
323
Crewe Advisors
Utah
$838K +$10.3K +114 +1%
CB
324
Cadence Bank
Mississippi
$835K -$69.8K -775 -7%
BSB
325
Bangor Savings Bank
Maine
$832K – – –
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13
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