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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
351
Amplius Wealth Advisors
Pennsylvania
$722K +$120K +1,336 +18%
HSWM
352
Hubbell Strickland Wealth Management
Louisiana
$715K +$540 +6 +0.1%
AEPWM
353
Atlantic Edge Private Wealth Management
Florida
$715K -$3.6K -40 -0.5%
GL
354
Graypoint LLC
New York
$713K -$7.03K -78 -0.9%
TF
355
Tudor Financial
Ohio
$706K – – –
FHC
356
First Heartland Consultants
Missouri
$704K -$593K -6,578 -44%
WF
357
Welch & Forbes
Massachusetts
$701K – – –
BIM
358
Bridges Investment Management
Nebraska
$697K -$23.4K -260 -3%
CWAG
359
Compton Wealth Advisory Group
Virginia
$694K +$4.05K +45 +0.5%
PPW
360
Presilium Private Wealth
Pennsylvania
$689K -$142K -1,579 -16%
CGA
361
Crescent Grove Advisors
Illinois
$687K -$4.95K -55 -0.7%
QCM
362
Quantinno Capital Management
New York
$687K -$3.24K -36 -0.4%
TBT
363
Texas Bank & Trust
Texas
$685K -$5.5K -61 -0.7%
MBT
364
Montecito Bank & Trust
California
$678K – – –
FC
365
Fairscale Capital
New Hampshire
$672K +$57.2K +635 +9%
PCH
366
PGIM Custom Harvest
New Jersey
$671K +$11.9K +132 +2%
OWA
367
Octavia Wealth Advisors
Ohio
$669K +$721 +8 +0.1%
GCM
368
Gables Capital Management
Florida
$668K – – –
HW
369
Hancock Whitney
Mississippi
$667K -$121K -1,346 -14%
IFG
370
Independent Financial Group
California
$659K -$1.08M -12,025 -60%
CAS
371
Coppell Advisory Solutions
Texas
$658K +$318K +3,532 +4,205%
DCA
372
DSG Capital Advisors
Minnesota
$654K – – –
CCM
373
Corsair Capital Management
New York
$652K – – –
CL
374
Choreo LLC
Illinois
$644K +$42.8K +475 +7%
AIM
375
Allen Investment Management
New York
$629K – – –
13 14
15
16 17