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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
326
Parcion Private Wealth
Washington
$852K – – –
USCWA
327
U.S. Capital Wealth Advisors
Texas
$851K -$2.71M -32,472 -78%
HCM
328
HMS Capital Management
Tennessee
$846K -$215K -2,583 -22%
GAM
329
Griffin Asset Management
New York
$845K -$3.5K -42 -0.5%
FA
330
Financial Alternatives
California
$829K – – –
PFPT
331
Pinnacle Financial Partners (Tennessee)
Tennessee
$828K – – –
IAA
332
Independent Advisor Alliance
North Carolina
$826K -$406K -4,867 -35%
TI
333
Truepoint Inc
Ohio
$821K – – –
CPIG
334
Chicago Partners Investment Group
Illinois
$819K +$417 +5 +0.1%
TTWM
335
TCV Trust & Wealth Management
Virginia
$816K – – –
OWA
336
Outlook Wealth Advisors
Texas
$811K -$2.34K -28 -0.3%
KFP
337
KMG Fiduciary Partners
Ohio
$802K – – –
AAP
338
Arax Advisory Partners
Colorado
$802K +$751 +9 +0.1%
SF
339
Synovus Financial
Georgia
$797K +$27.3K +327 +4%
MMHP
340
Murphy Middleton Hinkle & Parker
Georgia
$793K +$83.4K +1,000 +13%
MBT
341
Montecito Bank & Trust
California
$793K -$21.6K -259 -3%
QCM
342
Quantinno Capital Management
New York
$791K -$93.3K -1,118 -11%
AWM
343
Avior Wealth Management
Nebraska
$791K +$4.59K +55 +0.6%
HSWM
344
Hubbell Strickland Wealth Management
Louisiana
$780K -$6.92K -83 -1%
AEPWM
345
Atlantic Edge Private Wealth Management
Florida
$777K – – –
CWAG
346
Compton Wealth Advisory Group
Virginia
$775K – – –
OPWM
347
Oxinas Partners Wealth Management
Indiana
$772K +$131K +1,571 +23%
FPAS
348
Focus Partners Advisor Solutions
Missouri
$770K +$165K +1,976 +31%
CGA
349
Crescent Grove Advisors
Illinois
$758K – – –
NF
350
Norwood Financial
Pennsylvania
$752K -$3.34K -40 -0.5%
12 13
14
15 16