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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
401
Capital Investment Advisors
Georgia
$684K – – –
FC
402
Fairscale Capital
New Hampshire
$683K -$7.6K -85 -1%
SIM
403
Stratos Investment Management
Ohio
$679K +$149K +1,663 +29%
KFI
404
Key Financial Inc
Pennsylvania
$676K -$24.5K -274 -4%
OPWM
405
Oxinas Partners Wealth Management
Indiana
$675K -$92.5K -1,034 -12%
AC
406
AWM Capital
Arizona
$664K – – –
STA
407
Summit Trail Advisors
New York
$663K – – –
PMG
408
Private Management Group
California
$659K – – –
WTC
409
WhitTier Trust Company
Nevada
$659K -$6.26K -70 -1%
AWA
410
Arkadios Wealth Advisors
Georgia
$655K -$37.3K -417 -6%
PP
411
Prosperity Planning
Missouri
$651K -$9.66K -108 -2%
WP
412
WMS Partners
Maryland
$649K – – –
CWM
413
Cahaba Wealth Management
Georgia
$647K -$9.93K -111 -2%
SC
414
SouthState Corp
Florida
$647K – – –
HIA
415
Harbor Investment Advisory
Maryland
$646K – – –
CG
416
Corundum Group
Colorado
$644K – – –
BB
417
Busey Bank
Illinois
$639K -$5.19K -58 -0.8%
JIC
418
Johnson Investment Counsel
Ohio
$639K -$894 -10 -0.1%
TF
419
Tudor Financial
Ohio
$638K +$620K +6,935 New
EAM
420
Everstar Asset Management
North Carolina
$633K +$615K +6,882 New
UCB
421
United Community Bank
South Carolina
$631K – – –
MAWCM
422
Mine & Arao Wealth Creation & Management
California
$629K +$5.19K +58 +0.9%
AF
423
Alerus Financial
North Dakota
$624K – – –
GEA
424
Glen Eagle Advisors
New Jersey
$620K +$16.3K +182 +3%
WTB
425
Washington Trust Bank
Washington
$620K +$52.5K +587 +10%
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17
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