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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
351
Watchman Group
Texas
$526K +$84.6K +1,185 +19%
PMG
352
Private Management Group
California
$521K – – –
SC
353
SouthState Corp
Florida
$519K -$71 -1 -0%
BCM
354
Brookstone Capital Management
Illinois
$516K +$18.8K +263 +4%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$515K -$67.4K -943 -12%
HP
356
Hyperion Partners
Pennsylvania
$510K -$1.14K -16 -0.2%
VC
357
Veracity Capital
Georgia
$507K -$7.07K -99 -1%
WP
358
WMS Partners
Maryland
$505K -$10.1K -141 -2%
GEA
359
Glen Eagle Advisors
New Jersey
$504K +$143 +2 +0%
FFN
360
Focus Financial Network
Minnesota
$502K +$13.1K +183 +3%
PP
361
Prosperity Planning
Missouri
$500K -$143 -2 -0%
PWA
362
Peterson Wealth Advisors
Utah
$500K -$786 -11 -0.2%
BCG
363
Breakwater Capital Group
New Jersey
$499K +$499K +6,983 New
CCA
364
Cobblestone Capital Advisors
New York
$492K – – –
CFG
365
Citizens Financial Group
Rhode Island
$492K +$929 +13 +0.2%
SIC
366
Sigma Investment Counselors
Michigan
$486K +$286 +4 +0.1%
AF
367
Alerus Financial
North Dakota
$485K – – –
BFAG
368
Blackston Financial Advisory Group
Florida
$485K +$484K +6,776 New
HIA
369
Harbor Investment Advisory
Maryland
$484K +$39K +546 +9%
MAWCM
370
Mine & Arao Wealth Creation & Management
California
$479K +$786 +11 +0.2%
IWN
371
Independent Wealth Network
Iowa
$476K -$12.6K -177 -3%
GIA
372
Gladstone Institutional Advisory
Florida
$471K -$36.9K -517 -7%
PAM
373
Palisade Asset Management
Minnesota
$467K -$22.9K -321 -5%
DTC
374
Davidson Trust Company
Washington
$467K +$21.1K +295 +5%
WSTAM
375
Wilbanks Smith & Thomas Asset Management
Virginia
$466K – – –
13 14
15
16 17