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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
MKT Advisors
California
$280K – – –
AUB
477
Atlantic Union Bankshares
Virginia
$279K – – –
HFA
478
High Falls Advisors
New York
$279K -$35.7K -500 -11%
FNBTCON
479
First National Bank & Trust Co of Newtown
Pennsylvania
$278K – – –
RRC
480
Relaxing Retirement Coach
Massachusetts
$277K – – –
BFM
481
Boston Financial Management
Massachusetts
$277K – – –
WP
482
WealthSource Partners
California
$277K – – –
DIM
483
Delta Investment Management
California
$276K – – –
ADL
484
Asset Dedication LLC
California
$276K +$22.4K +314 +9%
AWM
485
Aprio Wealth Management
Georgia
$275K – – –
BCA
486
Bay Colony Advisors
Massachusetts
$274K -$16.6K -232 -6%
ADIM
487
Alpha DNA Investment Management
Maryland
$274K +$273K +3,825 New
NB
488
NBT Bank
New York
$273K – – –
WB
489
West Bancorporation
Iowa
$270K +$269K +3,770 New
IBOK
490
Independence Bank of Kentucky
Kentucky
$269K – – –
HCP
491
Holt Capital Partners
Texas
$267K – – –
CPSC
492
Carl P. Sherr & Co
Massachusetts
$264K – – –
SWM
493
SeaCrest Wealth Management
New York
$261K +$214 +3 +0.1%
GWS
494
Glassman Wealth Services
Virginia
$260K – – –
FFA
495
Fragasso Financial Advisors
Pennsylvania
$259K -$66K -924 -20%
AMG
496
Advisors Management Group
Wisconsin
$257K – – –
TNB
497
Thomasville National Bank
Georgia
$252K – – –
BSI
498
Bennett Selby Investments
Maine
$250K – – –
WWM
499
Western Wealth Management
Colorado
$247K +$214 +3 +0.1%
DAS
500
Dynamic Advisor Solutions
Arizona
$246K – – –
18 19
20
21 22