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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
351
Coldstream Capital Management
Washington
$464K – – –
PS
352
Planned Solutions
California
$461K -$30.8K -400 -6%
NB
353
NBT Bank
New York
$459K +$8.47K +110 +2%
PA
354
Parallel Advisors
California
$453K +$77 +1 +0%
HH
355
Hilltop Holdings
Texas
$452K -$2.31K -30 -0.5%
SWM
356
SeaCrest Wealth Management
New York
$452K – – –
WF
357
Welch & Forbes
Massachusetts
$447K – – –
KFI
358
Key Financial Inc
Pennsylvania
$446K +$7.93K +103 +2%
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$442K -$40.8K -530 -9%
TAM
360
Tocqueville Asset Management
New York
$439K -$92.4K -1,200 -18%
SIC
361
Sigma Investment Counselors
Michigan
$439K -$46.2K -600 -10%
WA
362
Wambolt & Associates
Colorado
$438K -$6.01K -78 -1%
CPO
363
Cerity Partners OCIO
New York
$438K +$231 +3 +0.1%
AWM
364
AE Wealth Management
Kansas
$434K -$4.99M -64,741 -92%
SBIA
365
Sheaff Brock Investment Advisors
Indiana
$433K – – –
BW
366
Bison Wealth
Georgia
$432K +$42.4K +550 +11%
KP
367
Keel Point
Alabama
$427K +$420K +5,452 New
SDWMA
368
Schneider Downs Wealth Management Advisors
Pennsylvania
$426K – – –
BRWA
369
B. Riley Wealth Advisors
Florida
$426K +$166K +2,153 +66%
NEWAS
370
N.E.W. Advisory Services
Wisconsin
$423K -$239K -3,108 -37%
IC
371
Inverness Counsel
New York
$419K – – –
SMG
372
Spectrum Management Group
Indiana
$417K – – –
PCM
373
Perritt Capital Management
Illinois
$414K – – –
SWPG
374
Strategic Wealth Partners Group
Illinois
$409K -$7.09K -92 -2%
HFA
375
High Falls Advisors
New York
$408K – – –
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