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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$362K +$356K +4,240 New
SNBOSD
452
Security National Bank of So Dak
Iowa
$359K – – –
SIC
453
Sterling Investment Counsel
New York
$359K +$353K +4,211 New
PCM
454
Perritt Capital Management
Illinois
$358K – – –
BFM
455
Boston Financial Management
Massachusetts
$357K – – –
AWA
456
ARQ Wealth Advisors
Arizona
$355K – – –
HCP
457
Holt Capital Partners
Texas
$355K – – –
MFG
458
Merit Financial Group
Georgia
$355K +$84 +1 +0%
WLPWM
459
Walled Lake Planning & Wealth Management
Illinois
$353K -$419 -5 -0.1%
BCA
460
Bay Colony Advisors
Massachusetts
$351K +$84 +1 +0%
IWC
461
Integrated Wealth Concepts
Massachusetts
$348K -$3.94K -47 -1%
NFC
462
Northeast Financial Consultants
Connecticut
$346K – – –
FDS
463
Freedom Day Solutions
Texas
$343K -$2.26K -27 -0.7%
BFA
464
Bragg Financial Advisors
North Carolina
$342K – – –
DP
465
Denver PWM
Colorado
$342K +$1.01K +12 +0.3%
NWM
466
Nauset Wealth Management
Connecticut
$341K +$335K +4,000 New
CWM
467
ClientFirst Wealth Management
Arkansas
$339K +$363K +4,324 New
SFM
468
Signet Financial Management
New Jersey
$337K -$126K -1,500 -27%
AUB
469
Atlantic Union Bankshares
Virginia
$333K – – –
FNBTCON
470
First National Bank & Trust Co of Newtown
Pennsylvania
$332K – – –
RRC
471
Relaxing Retirement Coach
Massachusetts
$331K – – –
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$328K – – –
HIM
473
Hanlon Investment Management
New Jersey
$327K +$5.03K +60 +2%
GWS
474
Glassman Wealth Services
Virginia
$327K +$17.1K +204 +6%
CCA
475
Clearwater Capital Advisors
Illinois
$326K – – –
17 18
19
20 21