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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
326
City Holding Co
West Virginia
$788K – – –
HCA
327
Harbour Capital Advisors
Virginia
$783K – – –
RA
328
Ruggaard & Associates
Ohio
$779K -$179K -2,444 -20%
NFG
329
Nations Financial Group
Iowa
$776K -$431K -5,873 -37%
QCM
330
Quantinno Capital Management
New York
$775K +$718K +9,784 New
SAG
331
SageView Advisory Group
California
$774K +$28K +381 +4%
WF
332
Welch & Forbes
Massachusetts
$773K +$42K +573 +6%
CA
333
Cetera Advisors
Colorado
$770K +$2.05K +28 +0.3%
BOPW
334
Brandywine Oak Private Wealth
Pennsylvania
$760K – – –
VVP
335
Venture Visionary Partners
Ohio
$757K +$43.6K +594 +7%
CPIG
336
Chicago Partners Investment Group
Illinois
$744K +$130K +1,767 +23%
PPW
337
Parcion Private Wealth
Washington
$739K +$25.8K +352 +4%
GAM
338
Griffin Asset Management
New York
$737K +$42.9K +585 +7%
FA
339
Financial Alternatives
California
$720K – – –
PFPT
340
Pinnacle Financial Partners (Tennessee)
Tennessee
$719K +$373K +5,090 +128%
TI
341
Truepoint Inc
Ohio
$713K +$660 +9 +0.1%
MBT
342
Montecito Bank & Trust
California
$709K -$7.34K -100 -1%
TTWM
343
TCV Trust & Wealth Management
Virginia
$708K – – –
OWA
344
Outlook Wealth Advisors
Texas
$706K +$2.05K +28 +0.3%
LWA
345
LWS Wealth Advisors
New Jersey
$704K +$3.45K +47 +0.5%
CG
346
Corundum Group
Colorado
$698K – – –
SAM
347
Sawgrass Asset Management
Florida
$697K +$5.58K +76 +0.9%
KFP
348
KMG Fiduciary Partners
Ohio
$696K – – –
AAP
349
Arax Advisory Partners
Colorado
$695K -$20.3M -277,162 -97%
SG
350
StoneX Group
New York
$689K +$639K +8,703 New
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