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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$17K – – –
IF
502
Ironwood Financial
Arizona
$16K – – –
BWM
503
BerganKDV Wealth Management
Minnesota
$15K – – –
TFGT
504
TS Financial Group (TSFG)
Illinois
$14K -$450 -8 -3%
LGWM
505
Litman Gregory Wealth Management
California
$14K – – –
SFSG
506
Stearns Financial Services Group
North Carolina
$13K – – –
EWM
507
Edge Wealth Management
New York
$12K – – –
PMFA
508
Plante Moran Financial Advisors
Michigan
$11K – – –
TC
509
Trust Company
Kansas
$10K – – –
RP
510
Rice Partnership
Hawaii
$9K – – –
CAGAS
511
Capital Advisory Group Advisory Services
Minnesota
$9K +$225 +4 +2%
KFS
512
Kelly Financial Services
Massachusetts
$8.13K – – –
JPLA
513
Joseph P. Lucia & Associates
New York
$8K – – –
LDFR
514
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
VCM
515
Versant Capital Management
Arizona
$8K – – –
CI
516
Conning Inc
Connecticut
$7K +$6.75K +120 New
KWA
517
KCS Wealth Advisory
California
$5.6K +$5.62K +100 New
AIC
518
Archer Investment Corporation
Indiana
$5K – – –
GTAM
519
Global Trust Asset Management
Florida
$5K – – –
WCG
520
Weaver Consulting Group
California
$5K – – –
LWA
521
Lowe Wealth Advisors
Maryland
$4K – – –
RIA
522
RPG Investment Advisory
California
$4K – – –
GI
523
Gradient Investments
Minnesota
$4K +$3.82K +68 New
HI
524
Hudock Inc
Pennsylvania
$3K – – –
PWMG
525
Prestige Wealth Management Group
New Jersey
$3K – – –
19 20
21
22 23