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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
401
Clearwater Capital Advisors
Illinois
$276K -$15.2K -256 -5%
WLPWM
402
Walled Lake Planning & Wealth Management
Illinois
$275K -$25.2K -424 -8%
APW
403
Aurora Private Wealth
New Jersey
$272K +$271K +4,556 New
FHA
404
First Horizon Advisors
Tennessee
$269K -$12.9K -216 -5%
FNBTCON
405
First National Bank & Trust Co of Newtown
Pennsylvania
$267K – – –
SKK
406
Shepherd Kaplan Krochuk
Massachusetts
$266K +$238 +4 +0.1%
A
407
AdvicePeriod
California
$264K – – –
PAS
408
Partnervest Advisory Services
California
$263K +$262K +4,396 New
AWA
409
ARQ Wealth Advisors
Arizona
$257K – – –
HCP
410
Holt Capital Partners
Texas
$255K -$5.95K -100 -2%
WCM
411
Wealthcare Capital Management
Virginia
$254K – – –
GVAG
412
Great Valley Advisor Group
Delaware
$253K -$18.6K -312 -7%
HW
413
Hedeker Wealth
Illinois
$247K +$246K +4,136 New
FT
414
Fiduciary Trust
Massachusetts
$246K +$245K +4,120 New
NFC
415
Northeast Financial Consultants
Connecticut
$243K – – –
TWP
416
Total Wealth Planning
Ohio
$239K -$11.2K -188 -4%
DP
417
Denver PWM
Colorado
$239K +$476 +8 +0.2%
RMDI
418
R.M. Davis Inc
Maine
$239K +$20K +336 +9%
MWM
419
Mission Wealth Management
California
$238K +$237K +3,980 New
GWS
420
Glassman Wealth Services
Virginia
$235K – – –
AUB
421
Atlantic Union Bankshares
Virginia
$234K +$11.2K +188 +5%
NSB
422
Norway Savings Bank
Maine
$234K +$90.4K +1,520 +64%
AMG
423
Advisors Management Group
Wisconsin
$233K – – –
MMHP
424
Murphy Middleton Hinkle & Parker
Georgia
$232K +$238 +4 +0.1%
WT
425
Whittier Trust
California
$232K +$55.2K +928 +31%
15 16
17
18 19