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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
401
Lincoln National Corp
Pennsylvania
$225K +$220K +3,976 New
BL
402
BFSG LLC
California
$224K – – –
KCM
403
Kendall Capital Management
Maryland
$224K +$6.21K +112 +3%
APSP
404
Asset Planning Services (Pennsylvania)
Pennsylvania
$219K – – –
PFBT
405
Parkside Financial Bank & Trust
Missouri
$219K – – –
DP
406
Denver PWM
Colorado
$219K +$444 +8 +0.2%
DSC
407
Duncker Streett & Co
Missouri
$215K – – –
WAM
408
Wallington Asset Management
Indiana
$213K -$37.7K -680 -15%
GPA
409
Garrison Point Advisors
California
$212K +$207K +3,740 New
LW
410
Linscomb Wealth
Texas
$211K +$207K +3,732 New
HTC
411
Haverford Trust Company
Pennsylvania
$210K -$55.5K -1,000 -21%
NB
412
NBT Bank
New York
$210K +$205K +3,704 New
KIA
413
KCM Investment Advisors
California
$207K – – –
TNB
414
Thomasville National Bank
Georgia
$205K +$201K +3,620 New
TF
415
Trek Financial
Arizona
$205K +$201K +3,632 New
PCIA
416
Prime Capital Investment Advisors
Kansas
$204K – – –
IIC
417
Integrated Investment Consultants
Michigan
$204K +$200K +3,612 New
KWM
418
Kingsview Wealth Management
Oregon
$202K -$74.8K -1,348 -27%
BFA
419
Bragg Financial Advisors
North Carolina
$202K -$25.5K -460 -11%
AP
420
Appleton Partners
Massachusetts
$200K +$196K +3,540 New
LB
421
Legacy Bridge
Iowa
$195K – – –
AOWM
422
Alpha Omega Wealth Management
Virginia
$181K – – –
FNB
423
Farmers National Bank
Kentucky
$172K +$24K +432 +17%
WT
424
Whittier Trust
California
$167K -$5.54K -100 -3%
PB
425
Pinnacle Bancorp
Nebraska
$160K – – –
15 16
17
18 19