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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$241K – – –
AMG
427
Advisors Management Group
Wisconsin
$239K -$21.3K -372 -8%
KCM
428
Kendall Capital Management
Maryland
$239K +$229 +4 +0.1%
BRWM
429
B. Riley Wealth Management
Tennessee
$238K -$21.8K -380 -9%
DP
430
Denver PWM
Colorado
$237K +$1.38K +24 +0.6%
MWM
431
Mission Wealth Management
California
$237K +$228K +3,980 New
BL
432
BFSG LLC
California
$236K – – –
GWS
433
Glassman Wealth Services
Virginia
$234K -$11.5K -200 -5%
HIA
434
Harbor Investment Advisory
Maryland
$232K +$223K +3,896 New
GPA
435
Garrison Point Advisors
California
$230K – – –
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$229K -$44.2K -772 -17%
FWCM
437
Ferguson Wellman Capital Management
Oregon
$228K -$20.2K -352 -8%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$228K +$459 +8 +0.2%
SHWM
439
Smith & Howard Wealth Management
Georgia
$227K +$219K +3,820 New
WSFS
440
Wilmington Savings Fund Society
Delaware
$226K +$218K +3,800 New
BS
441
Boenning & Scattergood
Pennsylvania
$223K – – –
AWM
442
Altus Wealth Management
Kentucky
$222K +$213K +3,724 New
HTC
443
Haverford Trust Company
Pennsylvania
$221K – – –
RMDI
444
R.M. Davis Inc
Maine
$218K -$344K -6,000 -62%
KIA
445
KCM Investment Advisors
California
$218K – – –
IIC
446
Integrated Investment Consultants
Michigan
$216K +$688 +12 +0.3%
TNB
447
Thomasville National Bank
Georgia
$215K – – –
BCA
448
Bay Colony Advisors
Massachusetts
$213K +$202K +3,516 New
DC
449
Davenport & Co
Virginia
$211K +$203K +3,540 New
WAM
450
Wallington Asset Management
Indiana
$210K -$13.8K -240 -6%
16 17
18
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