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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
351
TD Private Client Wealth
New York
$950K -$117K -1,140 -11%
PTC
352
Private Trust Company
Ohio
$946K -$4.93K -48 -0.5%
PFS
353
Prospera Financial Services
Texas
$946K -$5.55M -54,040 -85%
RWM
354
RKL Wealth Management
Pennsylvania
$940K -$14.4K -140 -1%
BEI
355
Benjamin Edwards Inc
Missouri
$930K +$11.2K +109 +1%
VVP
356
Venture Visionary Partners
Ohio
$921K -$10.3K -100 -1%
CIC
357
Chilton Investment Company
Connecticut
$920K +$12.8K +125 +1%
FA
358
Financial Alternatives
California
$914K – – –
OC
359
Oakworth Capital
Alabama
$901K -$9.04K -88 -1%
TI
360
Truepoint Inc
Ohio
$899K +$514 +5 +0.1%
HCM
361
HMS Capital Management
Tennessee
$898K +$241K +2,342 +36%
NAM
362
NTV Asset Management
West Virginia
$892K – – –
AWM
363
Avior Wealth Management
Nebraska
$891K -$11.9K -116 -1%
YIH
364
Y-Intercept (HK)
Hong Kong
$883K +$901K +8,772 New
AF
365
Advisornet Financial
Minnesota
$879K -$44.7K -435 -5%
RA
366
Ruggaard & Associates
Ohio
$879K -$319K -3,108 -26%
BB
367
Busey Bank
Illinois
$877K +$149K +1,448 +20%
TWM
368
Topsail Wealth Management
North Carolina
$874K – – –
BOS
369
Bank of Stockton
California
$868K -$208K -2,027 -19%
AEPWM
370
Atlantic Edge Private Wealth Management
Florida
$864K – – –
BPW
371
BlueDoor Private Wealth
Massachusetts
$861K – – –
GAM
372
Griffin Asset Management
New York
$859K -$75.8K -738 -8%
BOPW
373
Brandywine Oak Private Wealth
Pennsylvania
$847K – – –
WF
374
Welch & Forbes
Massachusetts
$842K – – –
SAG
375
SageView Advisory Group
California
$838K – – –
13 14
15
16 17