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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
2WWM
451
21 West Wealth Management
California
$492K +$463K +5,404 New
AF
452
Aviso Financial
Ontario, Canada
$491K +$428 +5 +0.1%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$490K -$26.1K -305 -5%
6F
454
626 Financial
Michigan
$489K – – –
SWP
455
Sagespring Wealth Partners
Tennessee
$486K -$2.48K -29 -0.5%
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$483K – – –
D
457
Dentgroup
Louisiana
$482K -$6.94K -81 -2%
HCM
458
HMS Capital Management
Tennessee
$482K -$239K -2,791 -35%
PFA
459
Pure Financial Advisors
California
$478K +$45K +525 +11%
GIA
460
Gladstone Institutional Advisory
Florida
$478K +$46.7K +545 +12%
AWA
461
Amplius Wealth Advisors
Pennsylvania
$477K -$294K -3,435 -40%
MWM
462
Mattern Wealth Management
Kansas
$476K -$41.8K -488 -9%
CIA
463
Capital Investment Advisors
Georgia
$473K +$1.37K +16 +0.3%
ECM
464
Evergreen Capital Management
Washington
$466K – – –
SIC
465
Sigma Investment Counselors
Michigan
$464K +$437K +5,098 New
HSA
466
HBK Sorce Advisory
Pennsylvania
$462K -$54.2K -633 -11%
MFWP
467
Mosaic Family Wealth Partners
Missouri
$460K – – –
MWA
468
Merkkuri Wealth Advisors
New York
$453K -$475K -5,550 -53%
TL
469
Tradewinds LLC
North Carolina
$453K +$427K +4,982 New
HTC
470
Haverford Trust Company
Pennsylvania
$453K – – –
MA
471
Mezzasalma Advisors
New Jersey
$446K – – –
PFA
472
Petra Financial Advisors
Colorado
$446K – – –
SFS
473
Sowell Financial Services
Arkansas
$445K +$428 +5 +0.1%
TF
474
Tompkins Financial
New York
$442K – – –
VFA
475
Valeo Financial Advisors
Indiana
$441K +$28.7K +335 +7%
17 18
19
20 21