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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
426
Sheaff Brock Investment Advisors
Indiana
$345K – – –
FMWA
427
Forvis Mazars Wealth Advisors
Missouri
$342K -$47.9K -620 -12%
EWA
428
ERTS Wealth Advisors
Michigan
$342K +$342K +4,427 New
PA
429
PSI Advisors
Florida
$341K -$15.4K -199 -4%
B
430
Bensler
Washington
$337K +$337K +4,362 New
CWM
431
ClientFirst Wealth Management
Arkansas
$334K – – –
MCM
432
McDonough Capital Management
Florida
$332K – – –
FDS
433
Freedom Day Solutions
Texas
$332K +$21.7K +281 +7%
FFA
434
Fragasso Financial Advisors
Pennsylvania
$330K +$141K +1,823 +74%
CPSC
435
Carl P. Sherr & Co
Massachusetts
$329K -$2.71K -35 -0.8%
SIC
436
Sterling Investment Counsel
New York
$329K +$3.25K +42 +1%
IIC
437
Integrated Investment Consultants
Michigan
$328K +$309 +4 +0.1%
PA
438
Paragon Advisors
Texas
$327K +$327K +4,236 New
SNBOSD
439
Security National Bank of So Dak
Iowa
$326K – – –
PCM
440
Perritt Capital Management
Illinois
$325K – – –
TW
441
Transform Wealth
Colorado
$323K -$17.9K -232 -5%
AWA
442
ARQ Wealth Advisors
Arizona
$322K – – –
HCP
443
Holt Capital Partners
Texas
$321K – – –
MFG
444
Merit Financial Group
Georgia
$321K – – –
BCA
445
Bay Colony Advisors
Massachusetts
$318K +$155 +2 +0%
WLPWM
446
Walled Lake Planning & Wealth Management
Illinois
$314K -$5.25K -68 -2%
NFC
447
Northeast Financial Consultants
Connecticut
$314K – – –
DAS
448
Dynamic Advisor Solutions
Arizona
$314K +$41K +530 +15%
IWC
449
Integrated Wealth Concepts
Massachusetts
$312K -$3.32K -43 -1%
FFA
450
Freedman Financial Associates
Massachusetts
$312K +$77.3K +1,000 +33%
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