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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
426
Keel Point
Alabama
$556K +$265 +3 +0%
SWMP
427
Signature Wealth Management Partners
New Jersey
$555K – – –
LA
428
LexAurum Advisors
Kansas
$551K -$37.8K -428 -6%
WTB
429
Washington Trust Bank
Washington
$542K -$43.8K -495 -7%
SIC
430
Sigma Investment Counselors
Michigan
$542K -$58.5K -662 -10%
IWN
431
Independent Wealth Network
Iowa
$541K -$16.2K -183 -3%
HTIM
432
Harbour Trust & Investment Management
Indiana
$541K -$10.6K -120 -2%
MWM
433
Mission Wealth Management
California
$532K -$24.2K -274 -4%
MWM
434
Mattern Wealth Management
Kansas
$528K – – –
PFG
435
Pinnacle Financial Group
Illinois
$527K – – –
CAM
436
Congress Asset Management
Massachusetts
$525K +$527K +5,962 New
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$520K – – –
PS
438
Planned Solutions
California
$518K – – –
IA
439
IFG Advisors
Missouri
$518K – – –
WA
440
Wealthstream Advisors
New York
$514K -$33.2K -376 -6%
HH
441
Hilltop Holdings
Texas
$506K -$3.62K -41 -0.7%
FNBT
442
FineMark National Bank & Trust
Florida
$505K -$1.59K -18 -0.3%
UCFA
443
United Capital Financial Advisors
Texas
$505K -$52.8K -597 -9%
SIM
444
Stratos Investment Management
Ohio
$504K -$3.27K -37 -0.6%
HSA
445
HBK Sorce Advisory
Pennsylvania
$504K – – –
SAF
446
Smith Anglin Financial
Texas
$502K -$210K -2,372 -29%
BFEC
447
Benjamin F. Edwards & Company
Missouri
$499K +$30.2K +342 +6%
CFS
448
CRA Financial Services
New Jersey
$497K -$17.7K -200 -3%
BFG
449
Bleakley Financial Group
New Jersey
$496K – – –
SW
450
Simplicity Wealth
New Jersey
$496K – – –
16 17
18
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