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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
376
MMA Asset Management
Pennsylvania
$799K +$510K +5,704 +124%
MMHP
377
Murphy Middleton Hinkle & Parker
Georgia
$798K +$268 +3 +0%
AEPWM
378
Atlantic Edge Private Wealth Management
Florida
$793K +$10.1K +113 +1%
HSWM
379
Hubbell Strickland Wealth Management
Louisiana
$788K +$984 +11 +0.1%
PPW
380
Parcion Private Wealth
Washington
$780K -$66.2K -740 -8%
HP
381
Hyperion Partners
Pennsylvania
$775K +$51.7K +578 +7%
WF
382
Welch & Forbes
Massachusetts
$774K – – –
SG
383
StoneX Group
New York
$771K +$750K +8,382 New
BPA
384
Beacon Pointe Advisors
California
$770K -$25.2K -282 -3%
CGA
385
Crescent Grove Advisors
Illinois
$764K – – –
CWAG
386
Compton Wealth Advisory Group
Virginia
$759K – – –
RWP
387
RWA Wealth Partners
Massachusetts
$751K +$7.96K +89 +1%
MBT
388
Montecito Bank & Trust
California
$748K -$13.4K -150 -2%
AAG
389
Armstrong Advisory Group
Massachusetts
$741K – – –
OWA
390
Octavia Wealth Advisors
Ohio
$737K +$89 +1 +0%
GCM
391
Gables Capital Management
Florida
$737K – – –
PCMC
392
Private Capital Management (Colorado)
Colorado
$727K -$7.15K -80 -1%
SCM
393
SOL Capital Management
Maryland
$727K -$2.68K -30 -0.4%
PCH
394
PGIM Custom Harvest
New Jersey
$727K +$217K +2,429 +44%
SAM
395
Synergy Asset Management
Washington
$724K +$704K +7,871 New
PWA
396
Peterson Wealth Advisors
Utah
$713K +$31K +347 +5%
AIM
397
Allen Investment Management
New York
$695K – – –
CL
398
Choreo LLC
Illinois
$687K +$1.61K +18 +0.2%
QCM
399
Quantinno Capital Management
New York
$686K -$37.7K -422 -5%
PMG
400
ProVise Management Group
Florida
$685K -$21.7K -243 -3%
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