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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
476
Hazlett, Burt & Watson
West Virginia
$218K +$69 +1 +0%
BSSFA
477
Baron Silver Stevens Financial Advisors
Florida
$217K +$71.5K +1,036 New
NEWAS
478
N.E.W. Advisory Services
Wisconsin
$216K -$6.9K -100 -3%
DIM
479
Delta Investment Management
California
$216K +$237K +3,433 New
PFO
480
Pathstone Family Office
New Jersey
$215K – – –
AI
481
Accredited Investors
Minnesota
$214K – – –
MMHP
482
Murphy Middleton Hinkle & Parker
Georgia
$214K +$69 +1 +0%
SCA
483
Sandy Cove Advisors
Massachusetts
$214K +$138 +2 +0.1%
SS
484
Simplicity Solutions
Minnesota
$213K +$11.9K +172 +5%
GPA
485
Garrison Point Advisors
California
$210K – – –
KIG
486
Kowal Investment Group
Wisconsin
$210K +$1.24K +18 +0.5%
MWM
487
Modera Wealth Management
New Jersey
$209K -$35.6K -516 -13%
BBNA
488
Bremer Bank National Association
Minnesota
$209K -$9.11K -132 -4%
LWM
489
Laidlaw Wealth Management
New York
$209K – – –
MIH
490
Meitav Investment House
Israel
$207K – – –
RWA
491
Ropes Wealth Advisors
Massachusetts
$207K +$227K +3,290 New
BJL
492
Brighton Jones LLC
Washington
$206K -$187K -2,704 -45%
CCM
493
Condor Capital Management
New Jersey
$206K – – –
DY
494
Dowling & Yahnke
California
$206K – – –
NIM
495
Northeast Investment Management
Massachusetts
$205K – – –
ATC
496
Argent Trust Co
Tennessee
$203K -$103K -1,495 -32%
IC
497
IEQ Capital
California
$203K +$552 +8 +0.2%
MGIA
498
Matthew Goff Investment Advisor
Texas
$202K +$221K +3,199 New
ADL
499
Asset Dedication LLC
California
$197K +$215K +3,117 New
GWM
500
Geneos Wealth Management
Colorado
$194K -$31.2K -452 -13%
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