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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
401
Transform Wealth
Colorado
$368K -$9.09K -112 -2%
SFG
402
Summit Financial Group
West Virginia
$364K – – –
PA
403
PSI Advisors
Florida
$354K -$4.63K -57 -1%
SKK
404
Shepherd Kaplan Krochuk
Massachusetts
$353K – – –
CPA
405
Clear Perspective Advisors
Illinois
$351K – – –
BFA
406
Bragg Financial Advisors
North Carolina
$342K +$10.3K +127 +3%
AWM
407
Altium Wealth Management
New York
$340K – – –
CPSC
408
Carl P. Sherr & Co
Massachusetts
$340K – – –
AIC
409
Ameritas Investment Company
Nebraska
$338K -$6.25K -77 -2%
IIC
410
Integrated Investment Consultants
Michigan
$335K – – –
SNBOSD
411
Security National Bank of So Dak
Iowa
$334K +$342K +4,216 New
PCM
412
Perritt Capital Management
Illinois
$333K – – –
BFM
413
Boston Financial Management
Massachusetts
$332K -$16.2K -200 -5%
AWA
414
ARQ Wealth Advisors
Arizona
$330K -$1.54K -19 -0.5%
HCP
415
Holt Capital Partners
Texas
$329K – – –
MFG
416
Merit Financial Group
Georgia
$329K – – –
WLPWM
417
Walled Lake Planning & Wealth Management
Illinois
$328K -$2.6K -32 -0.8%
HCM
418
HMS Capital Management
Tennessee
$327K -$119K -1,465 -26%
IWC
419
Integrated Wealth Concepts
Massachusetts
$327K +$3.98K +49 +1%
BCA
420
Bay Colony Advisors
Massachusetts
$326K +$81 +1 +0%
LNC
421
Lincoln National Corp
Pennsylvania
$326K +$325 +4 +0.1%
RAM
422
Riggs Asset Management
Pennsylvania
$326K +$334K +4,111 New
NFC
423
Northeast Financial Consultants
Connecticut
$322K – – –
FDS
424
Freedom Day Solutions
Texas
$320K -$25.5K -314 -7%
DP
425
Denver PWM
Colorado
$318K – – –
15 16
17
18 19