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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
476
IFG Advisory
Georgia
$368K -$16.8K -229 -5%
MFG
477
Merit Financial Group
Georgia
$365K -$6.16K -84 -2%
TAM
478
Tocqueville Asset Management
New York
$365K – – –
CF
479
Centaurus Financial
California
$365K +$338K +4,612 New
SWM
480
StoneCrest Wealth Management
Arizona
$364K +$337K +4,599 New
WPW
481
Waldron Private Wealth
Pennsylvania
$364K – – –
RSWM
482
Robertson Stephens Wealth Management
California
$363K -$73.1K -996 -18%
MWM
483
Modera Wealth Management
New Jersey
$361K -$12.8K -175 -4%
SWPG
484
Strategic Wealth Partners Group
Illinois
$360K – – –
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$360K +$15.7K +214 +5%
SI
486
Saxon Interests
Texas
$358K +$331K +4,516 New
PA
487
Parallel Advisors
California
$357K -$6.02K -82 -2%
PWA
488
PCG Wealth Advisors
Kansas
$356K -$113K -1,546 -26%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$356K +$1.83K +25 +0.6%
NPF
490
Norris Perne & French
Michigan
$356K – – –
T
491
TNF
Montana
$355K +$324K +4,422 New
LW
492
Linscomb Wealth
Texas
$348K -$5.14K -70 -2%
B
493
Bensler
Washington
$347K +$440 +6 +0.1%
CB
494
Community Bank
New York
$347K – – –
CWM
495
Cornerstone Wealth Management
Missouri
$346K – – –
OPWM
496
Oakwell Private Wealth Management
Texas
$345K – – –
CIC
497
Carnegie Investment Counsel
Ohio
$344K +$73 +1 +0%
HBW
498
Hazlett, Burt & Watson
West Virginia
$342K +$31.6K +431 +11%
QCM
499
QRG Capital Management
Illinois
$340K -$129K -1,763 -29%
TWP
500
Total Wealth Planning
Ohio
$340K +$367 +5 +0.1%
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