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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
451
Linscomb Wealth
Texas
$323K -$1.14K -16 -0.4%
NPF
452
Norris Perne & French
Michigan
$322K -$170K -2,376 -35%
SB
453
Strategic Blueprint
Georgia
$321K +$571 +8 +0.2%
SBIA
454
Sheaff Brock Investment Advisors
Indiana
$319K – – –
SWPG
455
Strategic Wealth Partners Group
Illinois
$319K – – –
SCP
456
Stevens Capital Partners
Nebraska
$319K +$34.9K +489 +12%
OPWM
457
Oakwell Private Wealth Management
Texas
$312K – – –
FWP
458
FAS Wealth Partners
Kansas
$311K +$28.1K +393 +10%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$310K +$14.3K +200 +5%
CWM
460
ClientFirst Wealth Management
Arkansas
$308K – – –
MCM
461
McDonough Capital Management
Florida
$307K – – –
VPP
462
Vertex Planning Partners
Illinois
$305K – – –
RWM
463
Ritholtz Wealth Management
New York
$305K -$34K -476 -10%
SHWM
464
Smith & Howard Wealth Management
Georgia
$304K +$304K +4,253 New
PCM
465
Perritt Capital Management
Illinois
$300K – – –
BAAM
466
Baker Avenue Asset Management
California
$297K +$79.3K +1,110 +36%
TW
467
Transform Wealth
Colorado
$296K – – –
GFS
468
GYL Financial Synergies
Connecticut
$295K -$464K -6,497 -61%
ONB
469
Old National Bancorp
Indiana
$295K – – –
FCP
470
Fidelis Capital Partners
Florida
$293K +$296K +4,145 New
CL
471
Choreo LLC
Illinois
$292K +$292K +4,083 New
NFC
472
Northeast Financial Consultants
Connecticut
$291K – – –
AWA
473
ARQ Wealth Advisors
Arizona
$289K – – –
MFA
474
Mayflower Financial Advisors
Massachusetts
$286K +$33.6K +470 +13%
WLPWM
475
Walled Lake Planning & Wealth Management
Illinois
$283K -$6.64K -93 -2%
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