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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
401
Premier Asset Management
Illinois
$229K +$212K +4,088 New
NFC
402
Northeast Financial Consultants
Connecticut
$228K +$211K +4,064 New
IFWM
403
Institute for Wealth Management
Colorado
$228K +$211K +4,072 New
DP
404
Denver PWM
Colorado
$223K +$207K +3,988 New
BA
405
Ballew Advisors
Mississippi
$221K -$67.5K -1,300 -25%
MG
406
Mather Group
Illinois
$220K -$43K -828 -17%
GWS
407
Glassman Wealth Services
Virginia
$220K – – –
WB
408
West Bancorporation
Iowa
$220K +$81.8K +1,576 +67%
FWP
409
FAS Wealth Partners
Kansas
$218K +$8.52K +164 +4%
AMG
410
Advisors Management Group
Wisconsin
$218K +$203K +3,900 New
MMHP
411
Murphy Middleton Hinkle & Parker
Georgia
$217K +$201K +3,872 New
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$217K +$202K +3,880 New
HCMT
413
Highland Capital Management (Tennessee)
Tennessee
$216K +$200K +3,852 New
KWMG
414
King Wealth Management Group
Florida
$213K +$197K +3,796 New
QCG
415
Quadrant Capital Group
Ohio
$213K +$198K +3,808 New
MWM
416
Modera Wealth Management
New Jersey
$213K +$198K +3,812 New
HIA
417
Harbor Investment Advisory
Maryland
$211K +$13.5K +260 +7%
IC
418
IEQ Capital
California
$210K -$40.3K -776 -17%
BFM
419
Boston Financial Management
Massachusetts
$209K – – –
AWM
420
Altus Wealth Management
Kentucky
$209K +$193K +3,724 New
HTC
421
Haverford Trust Company
Pennsylvania
$208K +$193K +3,712 New
AUB
422
Atlantic Union Bankshares
Virginia
$208K +$193K +3,720 New
GPA
423
Garrison Point Advisors
California
$207K +$192K +3,700 New
KIA
424
KCM Investment Advisors
California
$205K +$190K +3,656 New
RMDI
425
R.M. Davis Inc
Maine
$205K +$190K +3,664 New
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