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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
376
Armstrong Advisory Group
Massachusetts
$710K +$9.63K +109 +1%
PCMC
377
Planning Capital Management Corporation
Pennsylvania
$707K +$796 +9 +0.1%
OWA
378
Octavia Wealth Advisors
Ohio
$707K +$55.9K +632 +9%
GCM
379
Gables Capital Management
Florida
$706K – – –
MFG
380
Merit Financial Group
Georgia
$705K +$5.92K +67 +0.8%
OC
381
Oakworth Capital
Alabama
$705K -$3.45K -39 -0.5%
MWM
382
Modera Wealth Management
New Jersey
$705K +$334K +3,784 +90%
PCMC
383
Private Capital Management (Colorado)
Colorado
$704K – – –
FC
384
Fairscale Capital
New Hampshire
$703K +$664K +7,516 New
SCM
385
SOL Capital Management
Maryland
$700K -$11.6K -131 -2%
QCM
386
Quantinno Capital Management
New York
$695K -$68.7K -777 -9%
HP
387
Hyperion Partners
Pennsylvania
$692K +$39.5K +447 +6%
BSW
388
Buckingham Strategic Wealth
Missouri
$688K +$11.6K +131 +2%
PMG
389
ProVise Management Group
Florida
$678K -$32.5K -368 -5%
KFI
390
Key Financial Inc
Pennsylvania
$672K -$5.04K -57 -0.7%
AIM
391
Allen Investment Management
New York
$666K – – –
AWA
392
Arkadios Wealth Advisors
Georgia
$665K +$88 +1 +0%
CIA
393
Capital Investment Advisors
Georgia
$655K +$1.06K +12 +0.2%
CL
394
Choreo LLC
Illinois
$654K +$340K +3,846 +105%
RSA
395
River Street Advisors
Illinois
$653K +$655K +7,412 New
PWA
396
Peterson Wealth Advisors
Utah
$653K +$972 +11 +0.1%
WTC
397
WhitTier Trust Company
Nevada
$637K – – –
AC
398
AWM Capital
Arizona
$637K – – –
STA
399
Summit Trail Advisors
New York
$635K -$454K -5,137 -42%
PP
400
Prosperity Planning
Missouri
$633K -$3.54K -40 -0.6%
14 15
16
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