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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
476
Personal Wealth Partners
Minnesota
$256K – – –
IFG
477
Independent Financial Group
California
$254K +$235K +3,522 New
BSI
478
Bennett Selby Investments
Maine
$253K +$233K +3,500 New
MMHP
479
Murphy Middleton Hinkle & Parker
Georgia
$251K -$26.9K -403 -10%
PCA
480
Personal Capital Advisors
California
$251K +$232K +3,476 New
BWM
481
Benchmark Wealth Management
Connecticut
$246K +$2K +30 +0.9%
MOS
482
MGO One Seven
Ohio
$244K -$124K -1,865 -36%
CTC
483
Central Trust Company
Missouri
$242K – – –
BA
484
Ballew Advisors
Mississippi
$238K +$207K +3,109 New
FWCM
485
Ferguson Wellman Capital Management
Oregon
$237K -$6.74K -101 -3%
BRWA
486
B. Riley Wealth Advisors
Florida
$237K -$6.13K -92 -3%
SHWM
487
Smith & Howard Wealth Management
Georgia
$237K +$218K +3,276 New
FWM
488
Frontier Wealth Management
Missouri
$236K +$218K +3,270 New
CSIC
489
Clifford Swan Investment Counsel
California
$235K -$7.74K -116 -3%
BFA
490
Bragg Financial Advisors
North Carolina
$233K +$215K +3,224 New
MP
491
McDonald Partners
Ohio
$233K +$216K +3,233 New
PCIA
492
Prime Capital Investment Advisors
Kansas
$231K – – –
PBO
493
Peoples Bank (Ohio)
Ohio
$231K +$213K +3,200 New
KIG
494
Kowal Investment Group
Wisconsin
$227K +$197K +2,951 New
WDC
495
Woodward Diversified Capital
California
$227K +$209K +3,140 New
HW
496
Hedeker Wealth
Illinois
$225K -$67.2K -1,008 -24%
SIS
497
SVB Investment Services
Utah
$224K – – –
HR
498
Hayden Royal
North Carolina
$223K +$206K +3,084 New
TCM
499
Traynor Capital Management
Pennsylvania
$221K +$204K +3,061 New
FWP
500
FAS Wealth Partners
Kansas
$220K -$125K -1,870 -38%
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