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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$100K -$8.8K -160 -7%
OPS
427
Orion Portfolio Solutions
Nebraska
$93K -$220 -4 -0.2%
PCIA
428
Prime Capital Investment Advisors
Kansas
$89K – – –
CFD
429
Creative Financial Designs
Indiana
$88K +$220 +4 +0.2%
DSC
430
Duncker Streett & Co
Missouri
$85K -$44K -800 -30%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.1K – – –
VNA
432
Valley National Advisers
Pennsylvania
$83K – – –
EW
433
Element Wealth
Mississippi
$82K -$4.62K -84 -4%
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$880 -16 -0.9%
TF
435
Tompkins Financial
New York
$79K – – –
TWA
436
TCI Wealth Advisors
Arizona
$77K -$24K -436 -20%
CIAS
437
Capital Investment Advisory Services
North Carolina
$77K – – –
FCB
438
First Command Bank
Texas
$75K +$35.6K +648 +63%
FCFS
439
First Command Financial Services
Texas
$75K +$35.6K +648 +63%
FWM
440
FSA Wealth Management
Massachusetts
$71K – – –
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$71K +$88K +1,600 New
SC
442
Steph & Co
Wisconsin
$63K – – –
VFA
443
Valeo Financial Advisors
Indiana
$63K – – –
AT
444
Arden Trust
Delaware
$59K +$73.3K +1,332 New
TFO
445
Tarbox Family Office
California
$57K +$70.9K +1,288 New
EWM
446
Endurance Wealth Management
Rhode Island
$56K – – –
HCM
447
Horrell Capital Management
Arkansas
$54K – – –
CIA
448
Cascade Investment Advisors
Oregon
$52.6K – – –
AF
449
Affiance Financial
Minnesota
$51K – – –
VCP
450
Verus Capital Partners
Arizona
$51K +$2.2K +40 +4%
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