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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
476
Transform Wealth
Colorado
$303K -$6.71K -94 -2%
AWA
477
ARQ Wealth Advisors
Arizona
$303K – – –
MG
478
Mather Group
Illinois
$299K -$80.3K -1,125 -22%
SG
479
StoneX Group
New York
$295K +$55.8K +781 +25%
TB
480
Terril Brothers
Missouri
$293K +$279K +3,906 New
HFA
481
High Falls Advisors
New York
$293K – – –
FNBTCON
482
First National Bank & Trust Co of Newtown
Pennsylvania
$292K – – –
WLPWM
483
Walled Lake Planning & Wealth Management
Illinois
$291K -$4.78K -67 -2%
RRC
484
Relaxing Retirement Coach
Massachusetts
$291K – – –
BFM
485
Boston Financial Management
Massachusetts
$291K – – –
DIM
486
Delta Investment Management
California
$290K – – –
NB
487
NBT Bank
New York
$285K -$714 -10 -0.3%
SFG
488
Summit Financial Group
West Virginia
$284K -$82.1K -1,150 -23%
WB
489
West Bancorporation
Iowa
$283K – – –
IBOK
490
Independence Bank of Kentucky
Kentucky
$282K – – –
AWM
491
Aprio Wealth Management
Georgia
$281K -$6.71K -94 -2%
HCP
492
Holt Capital Partners
Texas
$281K – – –
WP
493
WealthSource Partners
California
$280K -$10.1K -142 -4%
CPSC
494
Carl P. Sherr & Co
Massachusetts
$277K – – –
IFG
495
Independent Financial Group
California
$275K -$185K -2,594 -41%
SCP
496
Stevens Capital Partners
Nebraska
$274K -$57.7K -808 -18%
ADL
497
Asset Dedication LLC
California
$274K -$15.9K -223 -6%
SWM
498
SeaCrest Wealth Management
New York
$273K +$143 +2 +0.1%
PA
499
Probity Advisors
Texas
$273K +$260K +3,644 New
GWS
500
Glassman Wealth Services
Virginia
$273K – – –
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