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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
401
IEQ Capital
California
$202K +$880 +16 +0.4%
GWS
402
Glassman Wealth Services
Virginia
$176K – – –
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$171K +$440 +8 +0.2%
BFM
404
Boston Financial Management
Massachusetts
$167K +$13.9K +252 +7%
DI
405
Disciplined Investments
Oklahoma
$167K +$50.6K +920 +33%
FWP
406
FAS Wealth Partners
Kansas
$166K +$18K +328 +10%
CF
407
Centaurus Financial
California
$160K +$12.5K +228 +7%
HIA
408
Harbor Investment Advisory
Maryland
$156K -$21.8K -396 -10%
LB
409
Legacy Bridge
Iowa
$153K – – –
CCM
410
Colorado Capital Management
Colorado
$152K – – –
AIC
411
Ameritas Investment Company
Nebraska
$144K -$440 -8 -0.2%
NFG
412
Next Financial Group
Texas
$137K -$221K -4,008 -57%
WT
413
Whittier Trust
California
$132K – – –
BW
414
Bison Wealth
Georgia
$119K +$5.06K +92 +4%
EK
415
Evensky & Katz
Florida
$118K +$220 +4 +0.2%
SIS
416
SVB Investment Services
Utah
$117K – – –
PB
417
Pinnacle Bancorp
Nebraska
$116K – – –
S
418
SignatureFD
Georgia
$110K -$234K -4,256 -63%
CB
419
CNB Bank
Pennsylvania
$110K – – –
LWM
420
Liberty Wealth Management
California
$108K – – –
EI
421
Ellevest Inc
New York
$107K -$37.4K -680 -22%
WB
422
West Bancorporation
Iowa
$105K -$4.4K -80 -3%
GAM
423
Gemmer Asset Management
California
$105K – – –
NSB
424
Norway Savings Bank
Maine
$102K +$25.5K +464 +25%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$100K -$99.2K -1,804 -45%
15 16
17
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