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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
426
Brown Miller Wealth Management
Virginia
$527K – – –
SIM
427
Stratos Investment Management
Ohio
$526K +$500 +6 +0.1%
FNBT
428
FineMark National Bank & Trust
Florida
$525K -$79.7K -956 -14%
HSA
429
HBK Sorce Advisory
Pennsylvania
$522K – – –
DTC
430
Davidson Trust Company
Washington
$518K -$22K -264 -4%
BFG
431
Bleakley Financial Group
New Jersey
$514K – – –
SW
432
Simplicity Wealth
New Jersey
$514K +$470K +5,634 New
SG
433
StoneX Group
New York
$508K -$261K -3,132 -36%
BIM
434
Bridges Investment Management
Nebraska
$505K +$41.7K +500 +10%
BHWM
435
Bar Harbor Wealth Management
New Hampshire
$500K -$8.01K -96 -2%
PCH
436
PGIM Custom Harvest
New Jersey
$500K +$23.3K +279 +5%
SDWMA
437
Schneider Downs Wealth Management Advisors
Pennsylvania
$496K – – –
BB
438
Busey Bank
Illinois
$495K – – –
AFTS
439
American Financial & Tax Strategies
New York
$493K +$451K +5,406 New
S
440
Sunpointe
Missouri
$493K – – –
GIA
441
Gladstone Institutional Advisory
Florida
$491K -$7.42K -89 -2%
6F
442
626 Financial
Michigan
$491K – – –
BFEC
443
Benjamin F. Edwards & Company
Missouri
$485K +$3.25K +39 +0.7%
HP
444
Holistic Planning
Texas
$485K -$18.9K -226 -4%
IA
445
Insight Advisors
Pennsylvania
$481K -$3.92K -47 -0.9%
NSB
446
Norway Savings Bank
Maine
$480K -$83K -995 -16%
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K -$20K -240 -4%
DP
448
Denver PWM
Colorado
$477K -$2.25K -27 -0.5%
HCMT
449
Highland Capital Management (Tennessee)
Tennessee
$470K +$22.9K +275 +6%
EWM
450
Evercore Wealth Management
New York
$470K -$6.76K -81 -2%
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