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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Cahaba Wealth Management
Georgia
$636K – – –
KFI
402
Key Financial Inc
Pennsylvania
$636K -$15.1K -160 -2%
BF
403
Bonfire Financial
Colorado
$634K +$94 +1 +0%
GPA
404
Guerra Pan Advisors
New Jersey
$634K – – –
VC
405
Veracity Capital
Georgia
$630K -$377 -4 -0.1%
GEA
406
Glen Eagle Advisors
New Jersey
$628K -$2.17K -23 -0.4%
SHWM
407
Smith & Howard Wealth Management
Georgia
$624K +$291K +3,090 +90%
GVAG
408
Great Valley Advisor Group
Delaware
$623K -$88.7K -942 -13%
RMP
409
Richards, Merrill & Peterson
Washington
$621K – – –
JIC
410
Johnson Investment Counsel
Ohio
$618K +$15.8K +168 +3%
LPT
411
Legacy Private Trust
Wisconsin
$613K -$377 -4 -0.1%
DWM
412
Daner Wealth Management
Georgia
$611K – – –
WTB
413
Washington Trust Bank
Washington
$611K – – –
KP
414
Keel Point
Alabama
$610K +$283 +3 +0%
MCA
415
MSH Capital Advisors
Arizona
$608K – – –
MG
416
Mather Group
Illinois
$604K – – –
SWMP
417
Signature Wealth Management Partners
New Jersey
$604K – – –
HFA
418
Hershey Financial Advisers
Pennsylvania
$603K +$593K +6,290 New
PAM
419
Palisade Asset Management
Minnesota
$600K – – –
LA
420
LexAurum Advisors
Kansas
$599K -$3.2K -34 -0.5%
GSWM
421
Greenup Street Wealth Management
Michigan
$598K -$9.32M -98,878 -94%
WPW
422
Waldron Private Wealth
Pennsylvania
$588K – – –
MAWCM
423
Mine & Arao Wealth Creation & Management
California
$582K +$471 +5 +0.1%
MWM
424
Mission Wealth Management
California
$580K +$94 +1 +0%
UCFA
425
United Capital Financial Advisors
Texas
$579K +$43.6K +463 +8%
15 16
17
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