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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
451
Planned Solutions
California
$541K – – –
IA
452
IFG Advisors
Missouri
$541K – – –
USCWA
453
U.S. Capital Wealth Advisors
Texas
$538K -$215K -2,400 -29%
RSWM
454
Robertson Stephens Wealth Management
California
$535K +$96K +1,074 +23%
HH
455
Hilltop Holdings
Texas
$528K – – –
WA
456
Wealthstream Advisors
New York
$528K -$8.05K -90 -2%
HSA
457
HBK Sorce Advisory
Pennsylvania
$525K – – –
AAP
458
Arax Advisory Partners
Colorado
$525K -$1.24M -13,920 -71%
DTC
459
Davidson Trust Company
Washington
$522K +$62.8K +702 +14%
GPA
460
Guerra Pan Advisors
New Jersey
$519K +$79.7K +891 +19%
TFS
461
Thoroughbred Financial Services
Tennessee
$517K +$13.5K +151 +3%
MWM
462
Mission Wealth Management
California
$516K -$38.9K -435 -7%
CFS
463
CRA Financial Services
New Jersey
$514K -$4.47K -50 -0.9%
BFO
464
Biltmore Family Office
North Carolina
$513K +$499K +5,578 New
BFG
465
Bleakley Financial Group
New Jersey
$511K -$6.35K -71 -1%
GWA
466
Geometric Wealth Advisors
District of Columbia
$509K – – –
TCMP
467
Thrive Capital Management (Pennsylvania)
Pennsylvania
$501K -$13.9K -156 -3%
ECM
468
Evergreen Capital Management
Washington
$501K – – –
SDWMA
469
Schneider Downs Wealth Management Advisors
Pennsylvania
$499K – – –
AFTS
470
American Financial & Tax Strategies
New York
$497K – – –
S
471
Sunpointe
Missouri
$496K – – –
6F
472
626 Financial
Michigan
$495K – – –
SAF
473
Smith Anglin Financial
Texas
$494K -$29.1K -325 -6%
D
474
Dentgroup
Louisiana
$494K -$16.7K -187 -3%
HCMT
475
Highland Capital Management (Tennessee)
Tennessee
$492K +$17.9K +200 +4%
17 18
19
20 21