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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
AE Wealth Management
Kansas
$718K -$70.2K -632 -9%
IAS
452
Insigneo Advisory Services
Florida
$709K – – –
LA
453
LexAurum Advisors
Kansas
$709K -$25K -225 -4%
PFG
454
Pinnacle Financial Group
Illinois
$705K +$111 +1 +0%
OWA
455
Octavia Wealth Advisors
Ohio
$695K -$76.5K -689 -10%
KBFS
456
Kohmann Bosshard Financial Services
Ohio
$693K -$444 -4 -0.1%
IA
457
IFG Advisors
Missouri
$691K +$111 +1 +0%
GPA
458
Guerra Pan Advisors
New Jersey
$686K -$36.2K -326 -5%
EWS
459
Evergreen Wealth Solutions
Pennsylvania
$686K +$208K +1,877 +48%
IWN
460
Independent Wealth Network
Iowa
$674K +$4K +36 +0.6%
GA
461
Greenspring Advisors
Maryland
$674K -$34.2K -308 -5%
LOWM
462
Laurel Oak Wealth Management
New Jersey
$672K +$37.7K +339 +6%
NWM
463
Nova Wealth Management
Florida
$667K +$631K +5,678 New
PFA
464
Pure Financial Advisors
California
$665K +$22.1K +199 +4%
LFAS
465
Level Four Advisory Services
Texas
$664K -$79.4K -715 -11%
S
466
Sunpointe
Missouri
$660K – – –
VAM
467
Vienna Asset Management
California
$659K +$623K +5,607 New
NWAG
468
Net Worth Advisory Group
Utah
$658K -$4.19M -37,756 -87%
SC
469
Slow Capital
California
$657K -$845K -7,606 -58%
SC
470
Sapient Capital
Indiana
$652K +$151K +1,359 +32%
GWA
471
Geometric Wealth Advisors
District of Columbia
$651K – – –
RCA
472
Resonant Capital Advisors
Wisconsin
$646K – – –
HH
473
Hilltop Holdings
Texas
$643K -$8.33K -75 -1%
WB
474
WesBanco Bank
West Virginia
$638K +$78.1K +703 +15%
RMP
475
Richards, Merrill & Peterson
Washington
$636K – – –
17 18
19
20 21