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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
426
United Capital Financial Advisors
Texas
$778K +$3.11K +28 +0.4%
BF
427
Bonfire Financial
Colorado
$778K +$111 +1 +0%
GEA
428
Glen Eagle Advisors
New Jersey
$775K -$3.22K -29 -0.4%
CWM
429
Cahaba Wealth Management
Georgia
$774K -$4.89K -44 -0.7%
PCH
430
PGIM Custom Harvest
New Jersey
$772K -$14.7K -132 -2%
DWM
431
Daner Wealth Management
Georgia
$766K – – –
WTC
432
WhitTier Trust Company
Nevada
$764K +$111 +1 +0%
SC
433
SouthState Corp
Florida
$759K -$47.2K -425 -6%
JIC
434
Johnson Investment Counsel
Ohio
$758K – – –
SHWM
435
Smith & Howard Wealth Management
Georgia
$757K – – –
DC
436
Destiny Capital
Colorado
$751K +$80.1K +721 +13%
WTB
437
Washington Trust Bank
Washington
$749K – – –
LPT
438
Legacy Private Trust
Wisconsin
$748K – – –
KP
439
Keel Point
Alabama
$748K +$333 +3 +0%
VT
440
Vise Technologies
New York
$747K +$707K +6,361 New
MCA
441
MSH Capital Advisors
Arizona
$745K – – –
ZCP
442
Z3 Capital Partners
Virginia
$743K -$62.2K -560 -8%
SWMP
443
Signature Wealth Management Partners
New Jersey
$740K – – –
CG
444
Corundum Group
Colorado
$736K -$81.6K -735 -11%
PAM
445
Palisade Asset Management
Minnesota
$735K – – –
CWS
446
Confluence Wealth Services
Pennsylvania
$735K – – –
AGC
447
August Group Capital
$726K +$889 +8 +0.1%
VA
448
VestGen Advisors
Illinois
$721K -$639K -5,757 -48%
MAWCM
449
Mine & Arao Wealth Creation & Management
California
$721K +$555 +5 +0.1%
WPW
450
Waldron Private Wealth
Pennsylvania
$721K – – –
16 17
18
19 20