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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
351
Mine & Arao Wealth Creation & Management
California
$420K – – –
MWM
352
Mattern Wealth Management
Kansas
$418K – – –
IAA
353
Independent Advisor Alliance
North Carolina
$417K +$457K +6,615 New
CB
354
Community Bank
New York
$415K – – –
CAM
355
Congress Asset Management
Massachusetts
$413K -$212K -3,075 -32%
CFS
356
CRA Financial Services
New Jersey
$412K -$690 -10 -0.2%
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$411K – – –
MCA
358
MSH Capital Advisors
Arizona
$405K -$9.25K -134 -2%
D
359
Dentgroup
Louisiana
$400K +$1.52K +22 +0.4%
MA
360
Mutual Advisors
Nebraska
$400K +$53K +767 +14%
TTWM
361
TCV Trust & Wealth Management
Virginia
$399K +$437K +6,336 New
6F
362
626 Financial
Michigan
$398K – – –
SWMP
363
Signature Wealth Management Partners
New Jersey
$397K – – –
CIA
364
Capital Investment Advisors
Georgia
$396K +$3.59K +52 +0.8%
FPAS
365
Focus Partners Advisor Solutions
Missouri
$396K +$4.97K +72 +1%
LA
366
LexAurum Advisors
Kansas
$392K – – –
WA
367
Wealthstream Advisors
New York
$391K – – –
BHWM
368
Bar Harbor Wealth Management
New Hampshire
$389K -$57.6K -835 -12%
BB
369
Busey Bank
Illinois
$389K – – –
WWM
370
Windsor Wealth Management
Indiana
$387K -$7.53K -109 -2%
PFG
371
Pinnacle Financial Group
Illinois
$374K – – –
KBFS
372
Kohmann Bosshard Financial Services
Ohio
$372K – – –
IA
373
IFG Advisors
Missouri
$371K +$406K +5,882 New
PS
374
Planned Solutions
California
$371K +$406K +5,884 New
MCM
375
Mainstay Capital Management
Michigan
$370K -$78.9K -1,143 -16%
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