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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
401
Private Management Group
California
$631K -$57.3K -648 -8%
CWM
402
Cahaba Wealth Management
Georgia
$630K – – –
BJL
403
Brighton Jones LLC
Washington
$624K +$104K +1,179 +20%
WP
404
WMS Partners
Maryland
$622K – – –
SC
405
SouthState Corp
Florida
$620K – – –
HIA
406
Harbor Investment Advisory
Maryland
$619K – – –
HIM
407
Hanlon Investment Management
New Jersey
$619K +$7.25K +82 +1%
BB
408
Busey Bank
Illinois
$618K +$140K +1,584 +29%
CG
409
Corundum Group
Colorado
$617K – – –
JIC
410
Johnson Investment Counsel
Ohio
$613K – – –
PSF
411
Pacific Sun Financial
California
$606K -$7.51K -85 -1%
UCB
412
United Community Bank
South Carolina
$605K -$41.5K -469 -6%
LFAS
413
Level Four Advisory Services
Texas
$603K -$98.3K -1,112 -14%
MAWCM
414
Mine & Arao Wealth Creation & Management
California
$598K +$22.5K +255 +4%
AF
415
Alerus Financial
North Dakota
$598K – – –
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$597K +$71.9K +813 +15%
MCA
417
MSH Capital Advisors
Arizona
$594K +$35.4K +400 +6%
FFN
418
Focus Financial Network
Minnesota
$594K -$91.2K -1,032 -14%
SIS
419
Sound Income Strategies
Florida
$588K -$11.2K -127 -2%
VC
420
Veracity Capital
Georgia
$584K -$40.5K -458 -6%
CCA
421
Cobblestone Capital Advisors
New York
$579K -$2.74K -31 -0.5%
GEA
422
Glen Eagle Advisors
New Jersey
$579K -$4.77K -54 -0.8%
LPT
423
Legacy Private Trust
Wisconsin
$576K – – –
PAM
424
Palisade Asset Management
Minnesota
$576K – – –
SJGA
425
Stephen J. Garry & Associates
New York
$558K -$10.6K -120 -2%
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