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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
426
Kohmann Bosshard Financial Services
Ohio
$467K – – –
ECM
427
Evergreen Capital Management
Washington
$467K – – –
PS
428
Planned Solutions
California
$466K – – –
IA
429
IFG Advisors
Missouri
$466K – – –
MWM
430
Mattern Wealth Management
Kansas
$462K +$147 +2 +0%
WTB
431
Washington Trust Bank
Washington
$462K – – –
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$459K -$61.4K -837 -13%
BMWM
433
Brown Miller Wealth Management
Virginia
$458K – – –
SIM
434
Stratos Investment Management
Ohio
$456K -$6.16K -84 -1%
EPW
435
Evergreen Private Wealth
Colorado
$455K +$421K +5,738 New
HSA
436
HBK Sorce Advisory
Pennsylvania
$453K – – –
CFS
437
CRA Financial Services
New Jersey
$452K -$8.8K -120 -2%
HH
438
Hilltop Holdings
Texas
$449K – – –
MCM
439
Mainstay Capital Management
Michigan
$449K +$2.13K +29 +0.5%
BFG
440
Bleakley Financial Group
New Jersey
$446K -$73 -1 -0%
SS
441
Simplicity Solutions
Minnesota
$446K -$73 -1 -0%
BHWM
442
Bar Harbor Wealth Management
New Hampshire
$442K -$1.03K -14 -0.3%
HP
443
Holistic Planning
Texas
$439K +$406K +5,540 New
MWM
444
Mission Wealth Management
California
$437K -$2.71K -37 -0.7%
DA
445
Doliver Advisors
Texas
$435K – – –
GIA
446
Gladstone Institutional Advisory
Florida
$433K -$66.1K -901 -14%
SDWMA
447
Schneider Downs Wealth Management Advisors
Pennsylvania
$430K – – –
BB
448
Busey Bank
Illinois
$430K -$22K -300 -5%
S
449
Sunpointe
Missouri
$428K +$396K +5,400 New
6F
450
626 Financial
Michigan
$426K – – –
16 17
18
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