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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
401
ProVise Management Group
Florida
$737K – – –
CPRPA
402
Cerity Partners Retirement Plan Advisors
New York
$733K +$758K +7,380 New
AC
403
AWM Capital
Arizona
$727K – – –
TC
404
Tannin Capital
North Carolina
$726K -$254K -2,469 -25%
DWM
405
Daner Wealth Management
Georgia
$724K +$9.14K +89 +1%
HPBT
406
Hickory Point Bank & Trust
Illinois
$723K – – –
PMG
407
Private Management Group
California
$721K – – –
FFN
408
Focus Financial Network
Minnesota
$719K -$36.1K -351 -5%
FHC
409
First Heartland Consultants
Missouri
$715K -$18.9K -184 -3%
OWA
410
Outlook Wealth Advisors
Texas
$712K -$59.9K -583 -8%
NHC
411
Nicholas Hoffman & Company
Georgia
$710K – – –
MF
412
Montis Financial
Massachusetts
$707K +$183K +1,778 +34%
CG
413
Corundum Group
Colorado
$704K -$20.5K -200 -3%
KPWS
414
Kestra Private Wealth Services
Texas
$698K +$253K +2,465 +55%
PP
415
Prosperity Planning
Missouri
$695K -$3.49K -34 -0.5%
CL
416
Choreo LLC
Illinois
$695K -$97.3K -947 -12%
HSWM
417
Hubbell Strickland Wealth Management
Louisiana
$694K -$33.5K -326 -5%
PSF
418
Pacific Sun Financial
California
$693K +$13.4K +130 +2%
SC
419
SouthState Corp
Florida
$693K -$51.5K -501 -7%
ZCP
420
Z3 Capital Partners
Virginia
$693K -$30.1K -293 -4%
WTC
421
WhitTier Trust Company
Nevada
$686K -$46.5K -453 -6%
CFG
422
Compass Financial Group
Ohio
$685K -$41.1K -400 -6%
AF
423
Alerus Financial
North Dakota
$683K -$308 -3 -0%
AWM
424
AE Wealth Management
Kansas
$679K +$173K +1,685 +33%
PCH
425
PGIM Custom Harvest
New Jersey
$674K +$12.7K +124 +2%
15 16
17
18 19