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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
451
Nauset Wealth Management
Connecticut
$309K – – –
BFM
452
Boston Financial Management
Massachusetts
$308K -$15.5K -200 -5%
HIM
453
Hanlon Investment Management
New Jersey
$306K +$9.35K +121 +3%
FWP
454
FAS Wealth Partners
Kansas
$303K +$49.8K +645 +20%
AUB
455
Atlantic Union Bankshares
Virginia
$302K – – –
FNBTCON
456
First National Bank & Trust Co of Newtown
Pennsylvania
$301K – – –
RRC
457
Relaxing Retirement Coach
Massachusetts
$300K – – –
HCMT
458
Highland Capital Management (Tennessee)
Tennessee
$298K – – –
IBOK
459
Independence Bank of Kentucky
Kentucky
$298K +$219K +2,828 +274%
DC
460
Davenport & Co
Virginia
$297K +$3.71K +48 +1%
CCA
461
Clearwater Capital Advisors
Illinois
$296K – – –
LWM
462
Lyell Wealth Management
California
$292K +$9.66K +125 +3%
SWPG
463
Strategic Wealth Partners Group
Illinois
$290K – – –
BJL
464
Brighton Jones LLC
Washington
$289K +$39.6K +513 +16%
GWM
465
Geneos Wealth Management
Colorado
$288K +$92.7K +1,200 +47%
CFGS
466
Concourse Financial Group Securities
Alabama
$282K -$481K -6,220 -63%
KIA
467
KCM Investment Advisors
California
$282K – – –
GWS
468
Glassman Wealth Services
Virginia
$281K -$15.8K -204 -5%
IFWM
469
Institute for Wealth Management
Colorado
$280K – – –
BCI
470
Brinker Capital Investments
Pennsylvania
$279K -$65.1K -842 -19%
WS
471
Wedbush Securities
California
$278K -$7.42K -96 -3%
AMG
472
Advisors Management Group
Wisconsin
$278K – – –
DP
473
Denver PWM
Colorado
$277K -$36.4K -471 -12%
HWM
474
Hohimer Wealth Management
Washington
$277K – – –
WPW
475
Waldron Private Wealth
Pennsylvania
$277K – – –
17 18
19
20 21