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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
451
Meridian Financial
Massachusetts
$513K +$33.6K +357 +7%
TFS
452
Thoroughbred Financial Services
Tennessee
$511K +$94 +1 +0%
AAP
453
Arax Advisory Partners
Colorado
$509K -$11.3K -120 -2%
BFG
454
Bleakley Financial Group
New Jersey
$506K – – –
GWA
455
Geometric Wealth Advisors
District of Columbia
$503K – – –
DTC
456
Davidson Trust Company
Washington
$503K -$13.4K -142 -3%
MWM
457
Mattern Wealth Management
Kansas
$502K -$44.4K -472 -8%
SWP
458
Sagespring Wealth Partners
Tennessee
$494K +$512K +5,432 New
SDWMA
459
Schneider Downs Wealth Management Advisors
Pennsylvania
$494K – – –
AT
460
American Trust
Kentucky
$494K +$511K +5,429 New
RSWM
461
Robertson Stephens Wealth Management
California
$493K -$36.7K -390 -7%
AFTS
462
American Financial & Tax Strategies
New York
$492K – – –
MWM
463
Mission Wealth Management
California
$491K -$19.5K -207 -4%
S
464
Sunpointe
Missouri
$491K – – –
YIH
465
Y-Intercept (HK)
Hong Kong
$489K +$253K +2,686 +100%
6F
466
626 Financial
Michigan
$489K – – –
D
467
Dentgroup
Louisiana
$489K – – –
AWM
468
AE Wealth Management
Kansas
$488K -$7.05M -74,870 -93%
HCMT
469
Highland Capital Management (Tennessee)
Tennessee
$487K – – –
CFS
470
CRA Financial Services
New Jersey
$481K -$27.9K -296 -5%
MWP
471
Moller Wealth Partners
$480K +$57.6K +612 +13%
ECM
472
Evergreen Capital Management
Washington
$472K -$23.8K -253 -5%
TC
473
TownSquare Capital
Utah
$464K -$6.34M -67,349 -93%
HFA
474
Hershey Financial Advisers
Pennsylvania
$461K +$478K +5,073 New
MFWP
475
Mosaic Family Wealth Partners
Missouri
$459K – – –
17 18
19
20 21