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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
376
Professional Planning
California
$435K +$402K +6,023 New
BUB
377
BBVA USA Bancshares
Texas
$434K -$181K -2,721 -31%
SFG
378
Summit Financial Group
West Virginia
$434K +$20K +300 +5%
CCM
379
Coldstream Capital Management
Washington
$428K -$8.54K -128 -2%
HH
380
Hilltop Holdings
Texas
$419K -$7.2K -108 -2%
PA
381
Parallel Advisors
California
$417K -$8.74K -131 -2%
SWM
382
SeaCrest Wealth Management
New York
$416K +$467 +7 +0.1%
NB
383
NBT Bank
New York
$414K – – –
WF
384
Welch & Forbes
Massachusetts
$411K -$48K -720 -11%
KFI
385
Key Financial Inc
Pennsylvania
$404K -$25.8K -387 -6%
MIH
386
Meitav Investment House
Israel
$404K – – –
FTUS
387
Flow Traders U.S.
New York
$403K -$2.39M -35,855 -87%
WA
388
Wambolt & Associates
Colorado
$403K – – –
CPO
389
Cerity Partners OCIO
New York
$403K +$267 +4 +0.1%
BBNA
390
Bremer Bank National Association
Minnesota
$400K -$8.74K -131 -2%
SBIA
391
Sheaff Brock Investment Advisors
Indiana
$399K – – –
MSAM
392
Moloney Securities Asset Management
Missouri
$397K +$367K +5,497 New
SF
393
Synovus Financial
Georgia
$396K -$1.53K -23 -0.4%
SDWMA
394
Schneider Downs Wealth Management Advisors
Pennsylvania
$392K – – –
TW
395
Transform Wealth
Colorado
$390K -$33.3K -500 -8%
IC
396
Inverness Counsel
New York
$386K – – –
SMG
397
Spectrum Management Group
Indiana
$384K – – –
SWPG
398
Strategic Wealth Partners Group
Illinois
$383K – – –
MGIA
399
Matthew Goff Investment Advisor
Texas
$383K +$353K +5,300 New
PCM
400
Perritt Capital Management
Illinois
$381K – – –
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16
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