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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
326
Financial Architects (New Jersey)
New Jersey
$118K – – –
IIC
327
Integrated Investment Consultants
Michigan
$111K – – –
KF
328
Krilogy Financial
Missouri
$111K +$2.72K +56 +3%
ACM
329
Armbruster Capital Management
New York
$103K – – –
WA
330
WFG Advisors
Texas
$99K +$54.5K +1,120 +124%
VNA
331
Valley National Advisers
Pennsylvania
$90K – – –
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.5K +$84.6K +1,740 New
TCOV
333
Trust Company of Vermont
Vermont
$85K – – –
TWA
334
TCI Wealth Advisors
Arizona
$84K +$82.9K +1,704 New
SFSIG
335
San Francisco Sentry Investment Group
California
$78K +$76.8K +1,580 New
ANBT
336
American National Bank & Trust
Texas
$77K – – –
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$75.3K – – –
BP
338
Ballentine Partners
Massachusetts
$74K +$71.4K +1,468 New
NSB
339
Norway Savings Bank
Maine
$71K – – –
PS
340
Portfolio Solutions
Michigan
$69K – – –
EWM
341
Endurance Wealth Management
Rhode Island
$68K – – –
QCG
342
Quadrant Capital Group
Ohio
$68K – – –
EWM
343
Evercore Wealth Management
New York
$66K – – –
BC
344
Bartlett & Co
Ohio
$64K – – –
ST
345
Smithfield Trust
Pennsylvania
$63K -$27K -556 -30%
SQA
346
Simon Quick Advisors
New Jersey
$58K – – –
AIA
347
Armor Investment Advisors
North Carolina
$53K – – –
SAM
348
Solaris Asset Management
New York
$53K – – –
FCMT
349
Founders Capital Management (Texas)
Texas
$48K – – –
BRC
350
Bell Rock Capital
Delaware
$45K – – –
12 13
14
15 16