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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$73.1K +$44K +932 +155%
GRP
327
Global Retirement Partners
California
$72K – – –
IWM
328
IHT Wealth Management
Illinois
$71K +$102K +2,156 +13,475%
NSB
329
Norway Savings Bank
Maine
$69K – – –
PS
330
Portfolio Solutions
Michigan
$67K +$66.2K +1,404 New
QCG
331
Quadrant Capital Group
Ohio
$66K – – –
EWM
332
Endurance Wealth Management
Rhode Island
$66K +$2.08K +44 +3%
EWM
333
Evercore Wealth Management
New York
$64K +$8.49K +180 +16%
BC
334
Bartlett & Co
Ohio
$62K – – –
SQA
335
Simon Quick Advisors
New Jersey
$56K +$55.5K +1,176 New
SAM
336
Solaris Asset Management
New York
$52K -$516K -10,940 -91%
AIA
337
Armor Investment Advisors
North Carolina
$51K – – –
FCMT
338
Founders Capital Management (Texas)
Texas
$47K +$46.2K +980 New
BRC
339
Bell Rock Capital
Delaware
$44K -$189 -4 -0.4%
EA
340
Edge Advisors
Georgia
$44K – – –
WB
341
Webster Bank
Connecticut
$44K – – –
WA
342
WFG Advisors
Texas
$43K -$3.21K -68 -7%
TDC
343
Thompson Davis & Co
Virginia
$41K – – –
TF
344
Tompkins Financial
New York
$41K – – –
PA
345
Parallel Advisors
California
$40K -$117K -2,484 -75%
CFN
346
Cordasco Financial Network
Florida
$37K +$36.8K +780 New
PFBT
347
Parkside Financial Bank & Trust
Missouri
$36K – – –
MFW
348
Mosaic Family Wealth
Missouri
$33K – – –
SF
349
Synovus Financial
Georgia
$33K +$32.6K +692 New
JGIA
350
Jackson Grant Investment Advisers
Connecticut
$32K – – –
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14
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