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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
451
Destiny Capital
Colorado
$565K +$221K +2,292 +65%
IWN
452
Independent Wealth Network
Iowa
$558K -$7.9K -82 -1%
OFO
453
OneAscent Family Office
Alabama
$557K -$492K -5,108 -47%
CWA
454
Crusonia Wealth Advisors
Colorado
$546K +$543K +5,640 New
S
455
Sunpointe
Missouri
$544K +$16.3K +169 +3%
HH
456
Hilltop Holdings
Texas
$538K – – –
GWA
457
Geometric Wealth Advisors
District of Columbia
$536K – – –
RCA
458
Resonant Capital Advisors
Wisconsin
$533K +$530K +5,500 New
HSA
459
HBK Sorce Advisory
Pennsylvania
$532K – – –
GSWM
460
Greenup Street Wealth Management
Michigan
$531K -$72.8K -756 -12%
CFS
461
CRA Financial Services
New Jersey
$525K – – –
AFTS
462
American Financial & Tax Strategies
New York
$524K – – –
2WWM
463
21 West Wealth Management
California
$524K – – –
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$523K -$10.1K -105 -2%
6F
465
626 Financial
Michigan
$521K – – –
ECM
466
Evergreen Capital Management
Washington
$520K – – –
SWP
467
Sagespring Wealth Partners
Tennessee
$520K -$5.3K -55 -1%
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$515K – – –
CIA
469
Capital Investment Advisors
Georgia
$514K -$96 -1 -0%
D
470
Dentgroup
Louisiana
$513K – – –
PFA
471
Pure Financial Advisors
California
$513K – – –
MF
472
Montis Financial
Massachusetts
$508K +$1.83K +19 +0.4%
SFS
473
Sowell Financial Services
Arkansas
$507K +$33.1K +344 +7%
HTIM
474
Harbour Trust & Investment Management
Indiana
$505K -$36.1K -375 -7%
MWM
475
Mattern Wealth Management
Kansas
$500K – – –
17 18
19
20 21