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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$781K – – –
TTWM
352
TCV Trust & Wealth Management
Virginia
$778K -$23.5K -275 -3%
GL
353
Graypoint LLC
New York
$771K -$7.28K -85 -1%
TF
354
Tudor Financial
Ohio
$771K – – –
WF
355
Welch & Forbes
Massachusetts
$766K – – –
HSWM
356
Hubbell Strickland Wealth Management
Louisiana
$759K -$21.2K -247 -3%
BIM
357
Bridges Investment Management
Nebraska
$747K -$13.3K -155 -2%
FHC
358
First Heartland Consultants
Missouri
$745K -$22.1K -258 -3%
BEI
359
Benjamin Edwards Inc
Missouri
$736K +$159K +1,851 +30%
OWA
360
Outlook Wealth Advisors
Texas
$734K -$70.6K -824 -9%
GCM
361
Gables Capital Management
Florida
$729K – – –
CWAG
362
Compton Wealth Advisory Group
Virginia
$728K -$28.7K -335 -4%
HW
363
Hancock Whitney
Mississippi
$720K -$7.71K -90 -1%
CGA
364
Crescent Grove Advisors
Illinois
$720K -$28.9K -338 -4%
DCA
365
DSG Capital Advisors
Minnesota
$714K – – –
CL
366
Choreo LLC
Illinois
$713K +$9.33K +109 +1%
CCM
367
Corsair Capital Management
New York
$713K – – –
MPIA
368
Milestones Private Investment Advisors
New York
$711K +$669K +7,811 New
MA
369
Marquette Associates
Illinois
$701K -$239K -2,793 -27%
TBT
370
Texas Bank & Trust
Texas
$701K -$44.3K -517 -6%
CIC
371
Chilton Investment Company
Connecticut
$701K +$659K +7,700 New
PWA
372
Peterson Wealth Advisors
Utah
$688K -$60.8K -710 -9%
AIM
373
Allen Investment Management
New York
$687K – – –
PCH
374
PGIM Custom Harvest
New Jersey
$687K -$43.2K -504 -6%
GT
375
Glenview Trust
Kentucky
$686K +$47.7K +557 +8%
13 14
15
16 17