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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
376
Milestones Private Investment Advisors
New York
$757K – – –
GT
377
Glenview Trust
Kentucky
$754K +$56.4K +586 +8%
TTWM
378
TCV Trust & Wealth Management
Virginia
$745K – – –
OWA
379
Outlook Wealth Advisors
Texas
$742K – – –
RA
380
RFG Advisory
Alabama
$741K +$5.2K +54 +0.7%
PWA
381
Peterson Wealth Advisors
Utah
$736K +$1.54K +16 +0.2%
PWM
382
Perigon Wealth Management
California
$735K -$48.2K -501 -6%
AIM
383
Allen Investment Management
New York
$732K – – –
DTC
384
Davidson Trust Company
Washington
$732K +$42K +436 +6%
HI
385
Hyundai Investments
South Korea
$731K +$718K +7,461 New
WTC
386
WhitTier Trust Company
Nevada
$727K – – –
FFN
387
Focus Financial Network
Minnesota
$726K +$38.2K +397 +6%
EW
388
Evoke Wealth
California
$723K +$7.9K +82 +1%
UCB
389
United Community Bank
South Carolina
$717K – – –
SC
390
SouthState Corp
Florida
$716K -$58.3K -605 -8%
PA
391
PFG Advisors
Arizona
$710K -$1.44M -15,000 -67%
PMG
392
ProVise Management Group
Florida
$709K – – –
FHC
393
First Heartland Consultants
Missouri
$706K -$74.9K -778 -10%
BB
394
Busey Bank
Illinois
$704K -$2.02K -21 -0.3%
HSWM
395
Hubbell Strickland Wealth Management
Louisiana
$700K +$963 +10 +0.1%
AC
396
AWM Capital
Arizona
$700K – – –
CFG
397
Compass Financial Group
Ohio
$698K +$694K +7,208 New
CG
398
Corundum Group
Colorado
$698K +$19.3K +200 +3%
HPBT
399
Hickory Point Bank & Trust
Illinois
$696K – – –
ZCP
400
Z3 Capital Partners
Virginia
$695K +$691K +7,177 New
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16
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