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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
351
RWA Wealth Partners
Massachusetts
$737K +$6.67K +80 +1%
SAF
352
Smith Anglin Financial
Texas
$737K -$270K -3,237 -29%
SCM
353
SOL Capital Management
Maryland
$736K -$38K -455 -5%
PMG
354
ProVise Management Group
Florida
$736K -$2.22M -26,574 -77%
OC
355
Oakworth Capital
Alabama
$734K -$83 -1 -0%
PCMC
356
Planning Capital Management Corporation
Pennsylvania
$732K +$149K +1,788 +29%
GCM
357
Gables Capital Management
Florida
$731K – – –
PCMC
358
Private Capital Management (Colorado)
Colorado
$729K – – –
PMG
359
Private Management Group
California
$713K – – –
KFI
360
Key Financial Inc
Pennsylvania
$702K -$2K -24 -0.3%
BSW
361
Buckingham Strategic Wealth
Missouri
$701K -$28.1K -337 -4%
MFG
362
Merit Financial Group
Georgia
$697K +$277K +3,325 +72%
AIM
363
Allen Investment Management
New York
$689K – – –
AWA
364
Arkadios Wealth Advisors
Georgia
$688K +$5.84K +70 +0.9%
CIA
365
Capital Investment Advisors
Georgia
$678K +$86.8K +1,040 +16%
HP
366
Hyperion Partners
Pennsylvania
$675K +$19.5K +234 +3%
PWA
367
Peterson Wealth Advisors
Utah
$675K +$2.5K +30 +0.4%
NPFS
368
Novak & Powell Financial Services
Florida
$675K -$920K -11,025 -60%
OWA
369
Octavia Wealth Advisors
Ohio
$674K -$63.1K -756 -9%
UCB
370
United Community Bank
South Carolina
$669K – – –
WTC
371
WhitTier Trust Company
Nevada
$660K – – –
PP
372
Prosperity Planning
Missouri
$660K +$9.09K +109 +2%
AC
373
AWM Capital
Arizona
$659K – – –
CWM
374
Cahaba Wealth Management
Georgia
$653K -$25.3K -303 -4%
VC
375
Veracity Capital
Georgia
$647K +$83 +1 +0%
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15
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