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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$326K +$321K +3,828 New
DC
477
Davenport & Co
Virginia
$324K +$23.5K +280 +8%
SWPG
478
Strategic Wealth Partners Group
Illinois
$320K -$252 -3 -0.1%
GC
479
Gratus Capital
Georgia
$317K – – –
WBC
480
West Branch Capital
Massachusetts
$315K +$503 +6 +0.2%
WS
481
Wedbush Securities
California
$315K +$16.5K +197 +6%
LWM
482
Lyell Wealth Management
California
$312K -$344K -4,100 -53%
KIA
483
KCM Investment Advisors
California
$312K -$10.1K -120 -3%
MWM
484
Modera Wealth Management
New Jersey
$311K -$30.4K -363 -9%
IFWM
485
Institute for Wealth Management
Colorado
$309K – – –
TNB
486
Thomasville National Bank
Georgia
$308K – – –
AMG
487
Advisors Management Group
Wisconsin
$307K – – –
BAM
488
Belpointe Asset Management
Nevada
$307K +$302K +3,607 New
SB
489
Strategic Blueprint
Georgia
$306K +$301K +3,592 New
HWM
490
Hohimer Wealth Management
Washington
$305K – – –
WPW
491
Waldron Private Wealth
Pennsylvania
$305K +$301K +3,588 New
PWP
492
Personal Wealth Partners
Minnesota
$302K – – –
KWMG
493
King Wealth Management Group
Florida
$301K – – –
DAS
494
Dynamic Advisor Solutions
Arizona
$301K +$84 +1 +0%
BSI
495
Bennett Selby Investments
Maine
$298K – – –
MWM
496
Mission Wealth Management
California
$298K – – –
NEWAS
497
N.E.W. Advisory Services
Wisconsin
$297K – – –
MA
498
MKT Advisors
California
$295K +$335K +4,000 New
WCM
499
Wealthcare Capital Management
Virginia
$293K – – –
SFS
500
Security Financial Services
Indiana
$291K +$286K +3,416 New
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