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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
451
First National Bank & Trust Co of Newtown
Pennsylvania
$245K – – –
RRC
452
Relaxing Retirement Coach
Massachusetts
$244K – – –
BRWA
453
B. Riley Wealth Advisors
Florida
$243K +$23.9K +346 +10%
SFG
454
Summit Financial Group
West Virginia
$242K -$27.6K -400 -9%
AWM
455
Aprio Wealth Management
Georgia
$242K +$265K +3,844 New
CCA
456
Clearwater Capital Advisors
Illinois
$241K – – –
HCMT
457
Highland Capital Management (Tennessee)
Tennessee
$241K – – –
NB
458
NBT Bank
New York
$240K -$150K -2,180 -36%
LWM
459
Lyell Wealth Management
California
$239K – – –
CL
460
Choreo LLC
Illinois
$239K +$262K +3,800 New
IBOK
461
Independence Bank of Kentucky
Kentucky
$237K -$6.9K -100 -3%
HCP
462
Holt Capital Partners
Texas
$236K -$29K -420 -10%
SHWM
463
Smith & Howard Wealth Management
Georgia
$236K +$259K +3,745 New
DP
464
Denver PWM
Colorado
$235K +$966 +14 +0.4%
CPSC
465
Carl P. Sherr & Co
Massachusetts
$233K -$17.9K -260 -7%
MC
466
Moors & Cabot
Massachusetts
$233K +$25.2K +365 +11%
EW
467
Enzi Wealth
Texas
$232K +$222K +3,220 New
CFGS
468
Concourse Financial Group Securities
Alabama
$231K -$9.04K -131 -3%
BAAM
469
Baker Avenue Asset Management
California
$231K +$253K +3,660 New
SWM
470
SeaCrest Wealth Management
New York
$229K -$152K -2,200 -38%
GWS
471
Glassman Wealth Services
Virginia
$229K – – –
IFWM
472
Institute for Wealth Management
Colorado
$228K – – –
AMG
473
Advisors Management Group
Wisconsin
$227K – – –
TNB
474
Thomasville National Bank
Georgia
$222K – – –
BSI
475
Bennett Selby Investments
Maine
$221K – – –
17 18
19
20 21