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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
376
OneDigital Investment Advisors
Kansas
$254K +$633 +12 +0.3%
AWM
377
Affinity Wealth Management
Delaware
$251K -$41.6K -788 -15%
WA
378
WESPAC Advisors
California
$251K – – –
FDS
379
Freedom Day Solutions
Texas
$251K +$11.8K +224 +5%
LYV
380
Live Your Vision
Pennsylvania
$249K -$2.11K -40 -0.9%
WCM
381
Wealthcare Capital Management
Virginia
$247K +$11.8K +224 +5%
CPA
382
Clear Perspective Advisors
Illinois
$246K +$13.5K +256 +6%
WAM
383
Wallington Asset Management
Indiana
$243K – – –
GLA
384
Good Life Advisors
Pennsylvania
$241K -$19K -360 -8%
WF
385
Welch & Forbes
Massachusetts
$241K – – –
GWS
386
Glassman Wealth Services
Virginia
$239K – – –
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$236K -$31.2K -592 -12%
CCM
388
Condor Capital Management
New Jersey
$235K +$227K +4,296 New
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$231K +$223K +4,224 New
FUBT
390
First United Bank & Trust
Maryland
$230K -$14.8K -280 -6%
MMHP
391
Murphy Middleton Hinkle & Parker
Georgia
$230K +$221K +4,188 New
FWCM
392
Ferguson Wellman Capital Management
Oregon
$229K -$1.06K -20 -0.5%
TWP
393
Total Wealth Planning
Ohio
$228K +$220K +4,168 New
PL
394
Plancorp LLC
Missouri
$227K +$219K +4,148 New
IFWM
395
Institute for Wealth Management
Colorado
$227K +$219K +4,152 New
JWBC
396
J.W. Burns & Co
New York
$223K -$47.5K -900 -18%
NFC
397
Northeast Financial Consultants
Connecticut
$223K +$215K +4,064 New
BIM
398
Bridges Investment Management
Nebraska
$223K +$215K +4,068 New
DP
399
Denver PWM
Colorado
$220K +$633 +12 +0.3%
BFA
400
Bragg Financial Advisors
North Carolina
$220K +$212K +4,024 New
14 15
16
17 18