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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
351
Ritholtz Wealth Management
New York
$485K -$26.7K -400 -6%
WSTAM
352
Wilbanks Smith & Thomas Asset Management
Virginia
$484K -$29.1K -436 -6%
EWM
353
Evercore Wealth Management
New York
$483K – – –
WANY
354
Wealthspire Advisors (New York)
New York
$479K +$442K +6,635 New
GAM
355
Griffin Asset Management
New York
$477K -$120K -1,796 -21%
SWM
356
SVA Wealth Management
Wisconsin
$474K -$31.6K -474 -7%
BIM
357
Bridges Investment Management
Nebraska
$473K – – –
PAM
358
Palisade Asset Management
Minnesota
$472K +$85.4K +1,280 +24%
PPA
359
Parametric Portfolio Associates
Washington
$461K -$4.53K -68 -1%
LA
360
LexAurum Advisors
Kansas
$458K +$467 +7 +0.1%
BMWM
361
Brown Miller Wealth Management
Virginia
$457K +$422K +6,324 New
SWMP
362
Signature Wealth Management Partners
New Jersey
$455K +$420K +6,300 New
PS
363
Planned Solutions
California
$454K +$419K +6,284 New
MAWCM
364
Mine & Arao Wealth Creation & Management
California
$451K – – –
IB
365
Intrust Bank
Kansas
$450K -$162K -2,424 -28%
PWM
366
Perigon Wealth Management
California
$448K – – –
SIC
367
Sigma Investment Counselors
Michigan
$448K +$414K +6,208 New
CIA
368
Capital Investment Advisors
Georgia
$447K +$133 +2 +0%
MFW
369
Mosaic Family Wealth
Missouri
$446K – – –
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$445K – – –
SFS
371
Sowell Financial Services
Arkansas
$444K +$16.3K +245 +4%
HCA
372
Heck Capital Advisors
Wisconsin
$441K -$27.7K -415 -6%
RFWA
373
RPg Family Wealth Advisory
Massachusetts
$440K -$9.87K -148 -2%
UR
374
USCA RIA
Texas
$439K – – –
DY
375
Dowling & Yahnke
California
$438K -$36K -540 -8%
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15
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