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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
451
626 Financial
Michigan
$516K – – –
ECM
452
Evergreen Capital Management
Washington
$515K +$23K +244 +5%
NWAG
453
Net Worth Advisory Group
Utah
$514K -$3.48M -36,967 -87%
MF
454
Meridian Financial
Massachusetts
$513K -$55.6K -590 -10%
HCMT
455
Highland Capital Management (Tennessee)
Tennessee
$510K – – –
CIA
456
Capital Investment Advisors
Georgia
$509K +$10.5K +111 +2%
D
457
Dentgroup
Louisiana
$508K – – –
PFA
458
Pure Financial Advisors
California
$508K +$3.49K +37 +0.7%
GIA
459
Gladstone Institutional Advisory
Florida
$503K -$942 -10 -0.2%
MF
460
Montis Financial
Massachusetts
$501K +$492K +5,227 New
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$501K -$18.4K -195 -4%
MWM
462
Mattern Wealth Management
Kansas
$495K -$7.07K -75 -1%
HSA
463
HBK Sorce Advisory
Pennsylvania
$486K – – –
MFWP
464
Mosaic Family Wealth Partners
Missouri
$484K – – –
MWA
465
Merkkuri Wealth Advisors
New York
$479K +$754 +8 +0.2%
HTC
466
Haverford Trust Company
Pennsylvania
$477K – – –
KWA
467
Kingswood Wealth Advisors
California
$474K +$162K +1,720 +53%
MA
468
Mezzasalma Advisors
New Jersey
$470K – – –
PFA
469
Petra Financial Advisors
Colorado
$470K – – –
SFS
470
Sowell Financial Services
Arkansas
$469K +$565 +6 +0.1%
TF
471
Tompkins Financial
New York
$466K – – –
AFA
472
Allium Financial Advisors
Oregon
$464K – – –
JCM
473
Jacobi Capital Management
Pennsylvania
$461K – – –
SIC
474
Sigma Investment Counselors
Michigan
$460K -$28.5K -302 -6%
BTWM
475
Brass Tax Wealth Management
Ohio
$459K +$1.04K +11 +0.2%
17 18
19
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