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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Mission Wealth Management
California
$614K +$3.08K +30 +0.5%
GA
452
Greenspring Advisors
Maryland
$608K – – –
IAS
453
Insigneo Advisory Services
Florida
$607K -$41.4K -403 -6%
PFG
454
Pinnacle Financial Group
Illinois
$604K +$205 +2 +0%
KFI
455
Key Financial Inc
Pennsylvania
$602K – – –
KBFS
456
Kohmann Bosshard Financial Services
Ohio
$594K – – –
IA
457
IFG Advisors
Missouri
$592K – – –
IWN
458
Independent Wealth Network
Iowa
$574K -$5.65K -55 -1%
DC
459
Destiny Capital
Colorado
$571K -$16.8K -164 -3%
S
460
Sunpointe
Missouri
$565K – – –
SJGA
461
Stephen J. Garry & Associates
New York
$559K -$30.8K -300 -5%
HH
462
Hilltop Holdings
Texas
$558K – – –
GWA
463
Geometric Wealth Advisors
District of Columbia
$557K – – –
CWA
464
Crusonia Wealth Advisors
Colorado
$555K -$12.3K -120 -2%
VEM
465
Vann Equity Management
Texas
$555K +$567K +5,519 New
RCA
466
Resonant Capital Advisors
Wisconsin
$553K – – –
IC
467
IEQ Capital
California
$551K -$102K -992 -15%
PFA
468
Pure Financial Advisors
California
$549K +$16.8K +164 +3%
RMP
469
Richards, Merrill & Peterson
Washington
$544K -$109K -1,060 -16%
AFTS
470
American Financial & Tax Strategies
New York
$544K – – –
CFS
471
CRA Financial Services
New Jersey
$544K -$1.03K -10 -0.2%
2WWM
472
21 West Wealth Management
California
$544K – – –
LOWM
473
Laurel Oak Wealth Management
New Jersey
$541K +$107K +1,045 +24%
6F
474
626 Financial
Michigan
$541K – – –
SWP
475
Sagespring Wealth Partners
Tennessee
$540K +$308 +3 +0.1%
17 18
19
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