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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
451
B. Riley Wealth Advisors
Florida
$209K -$44.2K -772 -18%
BFM
452
Boston Financial Management
Massachusetts
$208K +$200K +3,488 New
LOPW
453
Live Oak Private Wealth
North Carolina
$206K +$199K +3,464 New
LB
454
Legacy Bridge
Iowa
$205K – – –
SW
455
SkyOak Wealth
Michigan
$205K +$197K +3,444 New
CCM
456
Colorado Capital Management
Colorado
$204K +$196K +3,424 New
CST
457
Charles Schwab Trust
Nevada
$204K +$197K +3,432 New
LNC
458
Lincoln National Corp
Pennsylvania
$203K +$195K +3,408 New
KOMWMG
459
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$194K +3,388 New
FWP
460
FAS Wealth Partners
Kansas
$202K +$194K +3,392 New
BWM
461
Benchmark Wealth Management
Connecticut
$201K +$193K +3,376 New
FWM
462
Frontier Wealth Management
Missouri
$201K +$193K +3,376 New
CF
463
Centaurus Financial
California
$200K +$192K +3,352 New
OEP
464
Ocean Endowment Partners
Illinois
$200K +$193K +3,360 New
AIC
465
Ameritas Investment Company
Nebraska
$194K +$19.9K +348 +12%
EI
466
Ellevest Inc
New York
$184K – – –
WT
467
Whittier Trust
California
$176K – – –
DI
468
Disciplined Investments
Oklahoma
$167K +$161K +2,812 New
DSC
469
Duncker Streett & Co
Missouri
$161K +$155K +2,700 New
EK
470
Evensky & Katz
Florida
$156K -$342K -5,968 -69%
SIS
471
SVB Investment Services
Utah
$156K +$151K +2,628 New
PB
472
Pinnacle Bancorp
Nebraska
$155K -$5.04K -88 -3%
BW
473
Bison Wealth
Georgia
$153K +$147K +2,568 New
CB
474
CNB Bank
Pennsylvania
$146K – – –
WB
475
West Bancorporation
Iowa
$145K +$140K +2,440 New
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19
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