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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
426
Advisors Management Group
Wisconsin
$306K – – –
AUB
427
Atlantic Union Bankshares
Virginia
$306K – – –
FNBTCON
428
First National Bank & Trust Co of Newtown
Pennsylvania
$305K -$43.9K -570 -13%
HIM
429
Hanlon Investment Management
New Jersey
$305K +$21K +272 +8%
HCMT
430
Highland Capital Management (Tennessee)
Tennessee
$304K – – –
RRC
431
Relaxing Retirement Coach
Massachusetts
$304K – – –
RMDI
432
R.M. Davis Inc
Maine
$300K -$13.5K -175 -4%
PAS
433
Park Avenue Securities
New York
$298K +$293K +3,799 New
WBC
434
West Branch Capital
Massachusetts
$289K -$22.2K -288 -7%
KIA
435
KCM Investment Advisors
California
$287K – – –
IWC
436
Integrated Wealth Concepts
Massachusetts
$286K +$281K +3,647 New
IFWM
437
Institute for Wealth Management
Colorado
$284K -$13.9K -180 -5%
IFG
438
Independent Financial Group
California
$280K +$3.85K +50 +1%
DC
439
Davenport & Co
Virginia
$279K -$1.54K -20 -0.6%
AIA
440
Arcadia Investment Advisors
Idaho
$279K – – –
DAS
441
Dynamic Advisor Solutions
Arizona
$278K -$616 -8 -0.2%
MWM
442
Modera Wealth Management
New Jersey
$278K – – –
CCA
443
Clearwater Capital Advisors
Illinois
$277K -$52.9K -687 -16%
PWP
444
Personal Wealth Partners
Minnesota
$277K – – –
HWM
445
Hohimer Wealth Management
Washington
$277K +$272K +3,532 New
GPA
446
Garrison Point Advisors
California
$274K -$3.85K -50 -1%
BSI
447
Bennett Selby Investments
Maine
$274K – – –
MMHP
448
Murphy Middleton Hinkle & Parker
Georgia
$272K -$616 -8 -0.2%
CTC
449
Central Trust Company
Missouri
$268K +$6.01K +78 +2%
BWM
450
Benchmark Wealth Management
Connecticut
$267K – – –
16 17
18
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