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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
426
Mather Group
Illinois
$231K -$4.52K -76 -2%
RIM
427
Rockbridge Investment Management
New York
$230K -$30.7K -516 -12%
HCMT
428
Highland Capital Management (Tennessee)
Tennessee
$230K – – –
IFWM
429
Institute for Wealth Management
Colorado
$227K -$15.9K -268 -7%
KWMG
430
King Wealth Management Group
Florida
$227K – – –
DI
431
Disciplined Investments
Oklahoma
$222K +$4.28K +72 +2%
CWM
432
Connecticut Wealth Management
Connecticut
$220K -$893K -15,012 -80%
PIP
433
Peachtree Investment Partners
Florida
$220K -$56.2K -944 -20%
MCM
434
Monument Capital Management
Virginia
$220K -$30.7K -516 -12%
WB
435
West Bancorporation
Iowa
$220K -$15.2K -256 -7%
KIA
436
KCM Investment Advisors
California
$219K – – –
IAA
437
Independent Advisor Alliance
North Carolina
$219K +$845K +14,208 New
BCA
438
Bay Colony Advisors
Massachusetts
$217K – – –
IIC
439
Integrated Investment Consultants
Michigan
$217K +$238 +4 +0.1%
MWM
440
Modera Wealth Management
New Jersey
$216K -$11.9K -200 -5%
GPA
441
Garrison Point Advisors
California
$216K -$4.76K -80 -2%
TNB
442
Thomasville National Bank
Georgia
$216K – – –
PWP
443
Personal Wealth Partners
Minnesota
$212K +$211K +3,540 New
DAS
444
Dynamic Advisor Solutions
Arizona
$211K +$210K +3,536 New
CA
445
Calton & Associates
Florida
$207K +$206K +3,464 New
KCM
446
Kendall Capital Management
Maryland
$206K +$205K +3,448 New
BWM
447
Benchmark Wealth Management
Connecticut
$202K +$201K +3,376 New
FWCM
448
Ferguson Wellman Capital Management
Oregon
$202K +$201K +3,380 New
BRWA
449
B. Riley Wealth Advisors
Florida
$201K -$50.7K -852 -20%
CSIC
450
Clifford Swan Investment Counsel
California
$201K +$200K +3,364 New
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