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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
451
Atlantic Union Bankshares
Virginia
$249K – – –
GRP
452
Global Retirement Partners
California
$249K +$562 +8 +0.2%
FNBTCON
453
First National Bank & Trust Co of Newtown
Pennsylvania
$248K – – –
RRC
454
Relaxing Retirement Coach
Massachusetts
$247K – – –
IBOK
455
Independence Bank of Kentucky
Kentucky
$246K – – –
CCA
456
Clearwater Capital Advisors
Illinois
$244K – – –
MWM
457
Modera Wealth Management
New Jersey
$244K +$23.4K +333 +10%
HCMT
458
Highland Capital Management (Tennessee)
Tennessee
$243K -$2.46K -35 -0.9%
CFGS
459
Concourse Financial Group Securities
Alabama
$242K +$9.83K +140 +4%
DFA
460
DHJJ Financial Advisors
Illinois
$242K +$266K +3,790 New
LWM
461
Lyell Wealth Management
California
$241K – – –
CWM
462
Connecticut Wealth Management
Connecticut
$241K +$54.8K +780 +26%
GWS
463
Glassman Wealth Services
Virginia
$232K – – –
DP
464
Denver PWM
Colorado
$232K +$3.93K +56 +2%
RPGK
465
Retirement Planning Group (Kansas)
Kansas
$232K +$255K +3,633 New
IFWM
466
Institute for Wealth Management
Colorado
$231K – – –
AMG
467
Advisors Management Group
Wisconsin
$229K – – –
FDS
468
Freedom Day Solutions
Texas
$228K -$50.2K -714 -17%
GWM
469
Geneos Wealth Management
Colorado
$228K -$14K -200 -5%
WPW
470
Waldron Private Wealth
Pennsylvania
$228K – – –
MP
471
McDonald Partners
Ohio
$226K – – –
NEWAS
472
N.E.W. Advisory Services
Wisconsin
$225K -$125K -1,782 -34%
TNB
473
Thomasville National Bank
Georgia
$225K -$281 -4 -0.1%
BSI
474
Bennett Selby Investments
Maine
$223K – – –
MWM
475
Mission Wealth Management
California
$223K – – –
17 18
19
20 21