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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$318K +$37.9K +467 +13%
TWP
427
Total Wealth Planning
Ohio
$316K – – –
AUB
428
Atlantic Union Bankshares
Virginia
$309K – – –
FNBTCON
429
First National Bank & Trust Co of Newtown
Pennsylvania
$308K – – –
5L
430
55I LLC
Massachusetts
$307K -$80.3K -989 -20%
RRC
431
Relaxing Retirement Coach
Massachusetts
$307K – – –
HCMT
432
Highland Capital Management (Tennessee)
Tennessee
$305K – – –
CCA
433
Clearwater Capital Advisors
Illinois
$303K +$23.9K +295 +8%
HIM
434
Hanlon Investment Management
New Jersey
$299K -$27.8K -342 -8%
KIA
435
KCM Investment Advisors
California
$299K – – –
SWPG
436
Strategic Wealth Partners Group
Illinois
$298K +$305K +3,762 New
GC
437
Gratus Capital
Georgia
$295K – – –
WBC
438
West Branch Capital
Massachusetts
$292K +$406 +5 +0.1%
GWS
439
Glassman Wealth Services
Virginia
$288K -$24.4K -300 -8%
CWM
440
Connecticut Wealth Management
Connecticut
$288K +$4.14K +51 +1%
IFWM
441
Institute for Wealth Management
Colorado
$287K – – –
TNB
442
Thomasville National Bank
Georgia
$286K – – –
AMG
443
Advisors Management Group
Wisconsin
$285K -$24.4K -300 -8%
BW
444
Bison Wealth
Georgia
$284K -$156K -1,927 -35%
HWM
445
Hohimer Wealth Management
Washington
$284K +$3.98K +49 +1%
CSIC
446
Clifford Swan Investment Counsel
California
$282K – – –
AIA
447
Arcadia Investment Advisors
Idaho
$282K – – –
PWP
448
Personal Wealth Partners
Minnesota
$280K – – –
KWMG
449
King Wealth Management Group
Florida
$279K -$78.6K -968 -22%
DAS
450
Dynamic Advisor Solutions
Arizona
$279K -$1.95K -24 -0.7%
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