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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
351
CRA Financial Services
New Jersey
$517K +$10.2K +132 +2%
MAWCM
352
Mine & Arao Wealth Creation & Management
California
$515K +$541 +7 +0.1%
MAM
353
MMA Asset Management
Pennsylvania
$508K -$121K -1,563 -17%
CB
354
Community Bank
New York
$508K – – –
MCA
355
MSH Capital Advisors
Arizona
$507K +$26.4K +341 +5%
RWM
356
Ritholtz Wealth Management
New York
$507K -$12.4K -160 -2%
WANY
357
Wealthspire Advisors (New York)
New York
$507K -$927 -12 -0.2%
PCA
358
Personal Capital Advisors
California
$500K -$3.25K -42 -0.6%
KFI
359
Key Financial Inc
Pennsylvania
$498K +$20.1K +260 +4%
PP
360
Prosperity Planning
Missouri
$495K – – –
WTB
361
Washington Trust Bank
Washington
$494K – – –
SWM
362
SeaCrest Wealth Management
New York
$491K -$38.5K -498 -7%
SWMP
363
Signature Wealth Management Partners
New Jersey
$487K – – –
CIA
364
Capital Investment Advisors
Georgia
$482K +$11.3K +146 +2%
LA
365
LexAurum Advisors
Kansas
$481K +$541 +7 +0.1%
WA
366
Wealthstream Advisors
New York
$480K – – –
BB
367
Busey Bank
Illinois
$478K -$30.3K -392 -6%
WWM
368
Windsor Wealth Management
Indiana
$476K +$29.2K +378 +6%
WSTAM
369
Wilbanks Smith & Thomas Asset Management
Virginia
$473K – – –
D
370
Dentgroup
Louisiana
$473K +$850 +11 +0.2%
PWA
371
PCG Wealth Advisors
Kansas
$463K -$121K -1,565 -21%
NB
372
NBT Bank
New York
$463K – – –
EVM
373
Eaton Vance Management
Massachusetts
$461K +$93.2K +1,206 +25%
PFG
374
Pinnacle Financial Group
Illinois
$459K – – –
KBFS
375
Kohmann Bosshard Financial Services
Ohio
$456K +$456K +5,900 New
13 14
15
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