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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
451
Oakwell Private Wealth Management
Texas
$298K -$49.2K -716 -14%
CWM
452
ClientFirst Wealth Management
Arkansas
$295K – – –
AWA
453
Aaron Wealth Advisors
Illinois
$295K -$82.2K -1,196 -22%
MCM
454
McDonough Capital Management
Florida
$293K – – –
VPP
455
Vertex Planning Partners
Illinois
$292K +$294K +4,272 New
PA
456
Probity Advisors
Texas
$290K -$67.4K -980 -19%
PCM
457
Perritt Capital Management
Illinois
$287K – – –
TW
458
Transform Wealth
Colorado
$283K -$481 -7 -0.2%
MA
459
MKT Advisors
California
$282K – – –
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$282K -$12.4K -180 -4%
FMWA
461
Forvis Mazars Wealth Advisors
Missouri
$282K – – –
BCA
462
Bay Colony Advisors
Massachusetts
$281K +$137 +2 +0%
ONB
463
Old National Bancorp
Indiana
$281K -$116K -1,681 -29%
GRP
464
Global Retirement Partners
California
$279K -$47K -684 -14%
NFC
465
Northeast Financial Consultants
Connecticut
$278K – – –
WFM
466
Wolff Financial Management
Michigan
$277K -$320K -4,661 -53%
WLPWM
467
Walled Lake Planning & Wealth Management
Illinois
$276K +$412 +6 +0.1%
AWA
468
ARQ Wealth Advisors
Arizona
$276K -$9.07K -132 -3%
IWC
469
Integrated Wealth Concepts
Massachusetts
$273K -$87.8K -1,278 -24%
SCP
470
Stevens Capital Partners
Nebraska
$271K +$273K +3,972 New
FWP
471
FAS Wealth Partners
Kansas
$270K +$756 +11 +0.3%
AUB
472
Atlantic Union Bankshares
Virginia
$267K – – –
FNBTCON
473
First National Bank & Trust Co of Newtown
Pennsylvania
$266K – – –
RRC
474
Relaxing Retirement Coach
Massachusetts
$265K – – –
BFM
475
Boston Financial Management
Massachusetts
$265K -$7.56K -110 -3%
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19
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