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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
451
Thrive Capital Management (Pennsylvania)
Pennsylvania
$494K +$496K +5,611 New
D
452
Dentgroup
Louisiana
$490K -$21.6K -244 -4%
GWA
453
Geometric Wealth Advisors
District of Columbia
$488K +$489K +5,537 New
PCH
454
PGIM Custom Harvest
New Jersey
$483K – – –
TFS
455
Thoroughbred Financial Services
Tennessee
$482K +$69.5K +786 +17%
ECM
456
Evergreen Capital Management
Washington
$480K -$39K -441 -7%
SDWMA
457
Schneider Downs Wealth Management Advisors
Pennsylvania
$479K – – –
AF
458
Allworth Financial
California
$477K +$35.2K +398 +8%
AFTS
459
American Financial & Tax Strategies
New York
$476K – – –
S
460
Sunpointe
Missouri
$476K – – –
6F
461
626 Financial
Michigan
$474K – – –
DP
462
Denver PWM
Colorado
$471K +$796 +9 +0.2%
TI
463
Trexquant Investment
Connecticut
$467K +$468K +5,300 New
IA
464
Insight Advisors
Pennsylvania
$465K +$442 +5 +0.1%
HP
465
Holistic Planning
Texas
$464K -$20.2K -228 -4%
BMWM
466
Brown Miller Wealth Management
Virginia
$462K -$47.1K -533 -9%
BHWM
467
Bar Harbor Wealth Management
New Hampshire
$459K -$23.5K -266 -5%
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$454K – – –
EWM
469
Evercore Wealth Management
New York
$454K – – –
MFWP
470
Mosaic Family Wealth Partners
Missouri
$445K – – –
KFS
471
Kurt F. Somerville
$441K -$585K -6,620 -57%
HTC
472
Haverford Trust Company
Pennsylvania
$440K +$1.77K +20 +0.4%
DTC
473
Davidson Trust Company
Washington
$438K -$62.4K -706 -12%
GIA
474
Gladstone Institutional Advisory
Florida
$438K -$36.7K -415 -8%
PFA
475
Petra Financial Advisors
Colorado
$432K – – –
17 18
19
20 21