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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
426
Planning Capital Management Corporation
Pennsylvania
$619K -$116K -1,292 -16%
VC
427
Veracity Capital
Georgia
$606K -$3.22K -36 -0.5%
CCA
428
Cobblestone Capital Advisors
New York
$604K – – –
LPT
429
Legacy Private Trust
Wisconsin
$601K – – –
PAM
430
Palisade Asset Management
Minnesota
$600K – – –
PSF
431
Pacific Sun Financial
California
$598K -$34.2K -383 -6%
FFN
432
Focus Financial Network
Minnesota
$597K – – –
KP
433
Keel Point
Alabama
$584K +$358 +4 +0.1%
MCA
434
MSH Capital Advisors
Arizona
$583K -$35.8K -400 -6%
SJGA
435
Stephen J. Garry & Associates
New York
$582K – – –
SWMP
436
Signature Wealth Management Partners
New Jersey
$579K – – –
LA
437
LexAurum Advisors
Kansas
$576K +$805 +9 +0.1%
CWM
438
Congress Wealth Management
Massachusetts
$575K +$559K +6,253 New
SIC
439
Sigma Investment Counselors
Michigan
$568K +$2.59K +29 +0.5%
HTIM
440
Harbour Trust & Investment Management
Indiana
$565K – – –
WPW
441
Waldron Private Wealth
Pennsylvania
$564K +$123K +1,376 +29%
FNBT
442
FineMark National Bank & Trust
Florida
$563K +$35K +391 +7%
BEI
443
Benjamin Edwards Inc
Missouri
$562K +$546K +6,108 New
IWN
444
Independent Wealth Network
Iowa
$552K -$12.6K -141 -2%
PFG
445
Pinnacle Financial Group
Illinois
$551K +$268 +3 +0.1%
MWM
446
Mattern Wealth Management
Kansas
$550K – – –
BJL
447
Brighton Jones LLC
Washington
$550K -$98.1K -1,097 -15%
LWCFA
448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$544K -$39.8K -445 -7%
KBFS
449
Kohmann Bosshard Financial Services
Ohio
$542K – – –
PAS
450
Park Avenue Securities
New York
$541K +$110K +1,227 +26%
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