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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
501
IBEX Wealth Advisors
New Jersey
$564K -$11K -99 -2%
SL
502
Sentinus LLC
Illinois
$558K +$555 +5 +0.1%
HTIM
503
Harbour Trust & Investment Management
Indiana
$557K – – –
SI
504
Saxon Interests
Texas
$556K – – –
SAM
505
Sawgrass Asset Management
Florida
$555K – – –
GSWM
506
Greenup Street Wealth Management
Michigan
$554K -$44.4K -400 -8%
ACA
507
Aptus Capital Advisors
Alabama
$551K +$420K +3,781 +415%
BFO
508
Biltmore Family Office
North Carolina
$549K – – –
PPC
509
Park Place Capital
Alabama
$548K -$167K -1,500 -24%
GVAG
510
Great Valley Advisor Group
Delaware
$546K -$37K -333 -7%
EI
511
EFG International
$545K – – –
GWS
512
Glassman Wealth Services
Virginia
$545K +$112K +1,004 +28%
KPWS
513
Kestra Private Wealth Services
Texas
$539K -$261K -2,346 -34%
RSWM
514
Robertson Stephens Wealth Management
California
$539K -$26.7K -240 -5%
AFA
515
Allium Financial Advisors
Oregon
$538K -$28.9K -260 -5%
CA
516
CoreCap Advisors
Michigan
$537K -$15.7M -141,411 -97%
FCP
517
Fidelis Capital Partners
Florida
$532K – – –
NWM
518
Navigate Wealth Management
Alabama
$531K -$4.11K -37 -0.8%
FF
519
Friday Financial
Iowa
$528K – – –
KAS
520
KPP Advisory Services
Kentucky
$525K – – –
CA
521
Crewe Advisors
Utah
$524K – – –
FFG
522
Fiduciary Financial Group
California
$522K – – –
MF
523
Meridian Financial
Massachusetts
$520K -$7K -63 -1%
KWA
524
Kingswood Wealth Advisors
California
$517K -$13.1K -118 -3%
MPIA
525
Milestones Private Investment Advisors
New York
$517K -$28.9K -260 -6%
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