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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
351
Nations Financial Group
Iowa
$825K -$75.5K -854 -8%
FPAS
352
Focus Partners Advisor Solutions
Missouri
$823K +$79.6K +900 +11%
PPW
353
Parcion Private Wealth
Washington
$813K -$9.72K -110 -1%
BOPW
354
Brandywine Oak Private Wealth
Pennsylvania
$805K -$40.7K -460 -5%
FA
355
Financial Alternatives
California
$800K – – –
PFPT
356
Pinnacle Financial Partners (Tennessee)
Tennessee
$800K – – –
TI
357
Truepoint Inc
Ohio
$794K +$707 +8 +0.1%
TTWM
358
TCV Trust & Wealth Management
Virginia
$788K – – –
GAM
359
Griffin Asset Management
New York
$783K -$33.1K -374 -4%
KFP
360
KMG Fiduciary Partners
Ohio
$774K – – –
SF
361
Synovus Financial
Georgia
$770K +$1.41K +16 +0.2%
HCM
362
HMS Capital Management
Tennessee
$768K -$49.1K -556 -6%
MMHP
363
Murphy Middleton Hinkle & Parker
Georgia
$765K -$1.15K -13 -0.1%
BPA
364
Beacon Pointe Advisors
California
$763K -$110K -1,247 -13%
IAA
365
Independent Advisor Alliance
North Carolina
$763K -$34.8K -394 -4%
HSWM
366
Hubbell Strickland Wealth Management
Louisiana
$754K -$3.36K -38 -0.4%
AWM
367
Avior Wealth Management
Nebraska
$751K -$13.2K -149 -2%
AEPWM
368
Atlantic Edge Private Wealth Management
Florida
$750K – – –
OPWM
369
Oxinas Partners Wealth Management
Indiana
$738K -$6.89K -78 -0.9%
WF
370
Welch & Forbes
Massachusetts
$738K -$133K -1,500 -15%
CGA
371
Crescent Grove Advisors
Illinois
$732K – – –
MBT
372
Montecito Bank & Trust
California
$730K -$35.4K -400 -5%
USCWA
373
U.S. Capital Wealth Advisors
Texas
$727K -$94.9K -1,074 -12%
CWAG
374
Compton Wealth Advisory Group
Virginia
$727K -$21.4K -242 -3%
RWP
375
RWA Wealth Partners
Massachusetts
$712K -$88 -1 -0%
13 14
15
16 17