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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
351
Parametric Portfolio Associates
Washington
$326K -$228K -4,112 -42%
PAS
352
Partnervest Advisory Services
California
$324K -$33.7K -608 -10%
GRP
353
Global Retirement Partners
California
$322K +$154K +2,784 +96%
LWM
354
Liberty Wealth Management
California
$321K +$181K +3,268 +136%
MIH
355
Meitav Investment House
Israel
$317K -$111K -2,000 -26%
JLBC
356
J.L. Bainbridge & Co
Florida
$317K +$362K +6,532 New
S
357
SignatureFD
Georgia
$313K +$36.6K +660 +14%
SDWMA
358
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K -$3.33K -60 -1%
KFA
359
Kelleher Financial Advisors
New York
$309K +$304K +5,480 New
OCM
360
Orser Capital Management
Texas
$308K – – –
BC
361
Brinker Capital
Pennsylvania
$308K +$34.4K +620 +13%
IC
362
Inverness Counsel
New York
$302K – – –
SWM
363
SeaCrest Wealth Management
New York
$300K +$665 +12 +0.2%
PCM
364
Perritt Capital Management
Illinois
$299K – – –
FPCG
365
Fort Pitt Capital Group
Pennsylvania
$298K +$75.4K +1,360 +35%
HFA
366
High Falls Advisors
New York
$294K – – –
TP
367
Tranquility Partners
Tennessee
$291K +$285K +5,148 New
RRC
368
Relaxing Retirement Coach
Massachusetts
$288K – – –
LWANC
369
Laurel Wealth Advisors (North Carolina)
North Carolina
$286K +$70.1K +1,264 +33%
BRWM
370
B. Riley Wealth Management
Tennessee
$283K +$12.4K +224 +5%
RG
371
Rikoon Group
New Mexico
$280K +$665 +12 +0.2%
MWM
372
Meridian Wealth Management
Kentucky
$280K +$665 +12 +0.2%
TPA
373
Trivium Point Advisory
Connecticut
$276K – – –
SKK
374
Shepherd Kaplan Krochuk
Massachusetts
$276K +$444 +8 +0.2%
AWM
375
AE Wealth Management
Kansas
$276K +$270K +4,876 New
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