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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
401
Busey Bank
Illinois
$370K -$31.5K -393 -8%
PA
402
PSI Advisors
Florida
$366K +$80 +1 +0%
KWMG
403
King Wealth Management Group
Florida
$364K – – –
FHA
404
First Horizon Advisors
Tennessee
$362K – – –
SKK
405
Shepherd Kaplan Krochuk
Massachusetts
$360K +$80 +1 +0%
CPA
406
Clear Perspective Advisors
Illinois
$359K -$161 -2 -0%
BFM
407
Boston Financial Management
Massachusetts
$355K -$13.8K -172 -4%
FDS
408
Freedom Day Solutions
Texas
$353K -$38.5K -480 -10%
CPSC
409
Carl P. Sherr & Co
Massachusetts
$348K -$17.6K -219 -5%
AWM
410
Altium Wealth Management
New York
$347K – – –
IIC
411
Integrated Investment Consultants
Michigan
$343K +$401 +5 +0.1%
SNBOSCI
412
Security National Bank of Sioux City Iowa
Iowa
$341K +$338K +4,216 New
PCM
413
Perritt Capital Management
Illinois
$340K -$86.7K -1,080 -20%
AWA
414
ARQ Wealth Advisors
Arizona
$339K – – –
BFA
415
Bragg Financial Advisors
North Carolina
$339K – – –
WLPWM
416
Walled Lake Planning & Wealth Management
Illinois
$338K -$17.5K -218 -5%
MFG
417
Merit Financial Group
Georgia
$337K -$46.9K -584 -12%
HCP
418
Holt Capital Partners
Texas
$337K – – –
BCA
419
Bay Colony Advisors
Massachusetts
$333K -$13.7K -171 -4%
LNC
420
Lincoln National Corp
Pennsylvania
$333K +$7.3K +91 +2%
HIM
421
Hanlon Investment Management
New Jersey
$333K +$17.7K +221 +6%
IWC
422
Integrated Wealth Concepts
Massachusetts
$330K +$34.5K +430 +12%
NFC
423
Northeast Financial Consultants
Connecticut
$329K – – –
DP
424
Denver PWM
Colorado
$327K +$242K +3,015 +302%
NEWAS
425
N.E.W. Advisory Services
Wisconsin
$323K -$105K -1,312 -25%
15 16
17
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