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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
351
Hayden Royal
North Carolina
$258K +$282K +5,392 New
AWM
352
Affinity Wealth Management
Delaware
$257K +$281K +5,372 New
MGIA
353
Matthew Goff Investment Advisor
Texas
$253K – – –
CPO
354
Cerity Partners OCIO
New York
$252K -$26.4K -504 -9%
MCG
355
MACRO Consulting Group
New Jersey
$252K +$276K +5,276 New
PCM
356
Perritt Capital Management
Illinois
$252K +$276K +5,280 New
RFWA
357
RPg Family Wealth Advisory
Massachusetts
$250K -$7.54K -144 -3%
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$250K – – –
HFA
359
High Falls Advisors
New York
$249K – – –
PWM
360
Perigon Wealth Management
California
$248K +$43.8K +836 +21%
RRC
361
Relaxing Retirement Coach
Massachusetts
$243K – – –
CSPIA
362
Cary Street Partners Investment Advisory
Virginia
$243K +$267K +5,096 New
JWBC
363
J.W. Burns & Co
New York
$238K – – –
KWM
364
Kingsview Wealth Management
Oregon
$237K +$33.3K +636 +15%
RG
365
Rikoon Group
New Mexico
$236K +$1.47K +28 +0.6%
WSFS
366
Wilmington Savings Fund Society
Delaware
$236K +$1.88K +36 +0.7%
FEM
367
Fulcrum Equity Management
Texas
$236K +$259K +4,944 New
MWM
368
Meridian Wealth Management
Kentucky
$235K +$258K +4,920 New
FMWA
369
Forvis Mazars Wealth Advisors
Missouri
$234K +$209 +4 +0.1%
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$234K +$419 +8 +0.2%
S
371
SignatureFD
Georgia
$234K +$212K +4,044 +470%
SKK
372
Shepherd Kaplan Krochuk
Massachusetts
$233K -$337K -6,432 -57%
SWM
373
SeaCrest Wealth Management
New York
$232K +$837 +16 +0.3%
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$229K -$2.51K -48 -1%
TSS
375
Two Sigma Securities
New York
$229K +$44K +840 +21%
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