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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
501
Single Point Partners
Massachusetts
$206K +$199K +2,586 New
KOMWMG
502
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$203K +2,630 New
OPS
503
Orion Portfolio Solutions
Nebraska
$206K +$203K +2,630 New
PWP
504
Principle Wealth Partners
Connecticut
$206K +$203K +2,632 New
NFG
505
Next Financial Group
Texas
$205K -$1.93K -25 -0.9%
PB
506
Pinnacle Bancorp
Nebraska
$204K – – –
GVAG
507
Great Valley Advisor Group
Delaware
$203K -$126K -1,639 -39%
BJ
508
Brouwer & Janachowski
California
$201K +$197K +2,560 New
SSC
509
Syverson Strege & Co
Iowa
$195K – – –
TWA
510
TCI Wealth Advisors
Arizona
$194K – – –
CB
511
CNB Bank
Pennsylvania
$193K – – –
S
512
SignatureFD
Georgia
$193K +$77.7K +1,009 +69%
LWM
513
Liberty Wealth Management
California
$190K – – –
GRP
514
Global Retirement Partners
California
$189K -$203K -2,629 -52%
EI
515
Ellevest Inc
New York
$189K – – –
BWM
516
BerganKDV Wealth Management
Minnesota
$168K – – –
MA
517
Montag & Associates
Georgia
$165K – – –
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K – – –
VNA
519
Valley National Advisers
Pennsylvania
$146K – – –
COCM
520
Charter Oak Capital Management
New Hampshire
$145K -$32K -416 -18%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$145K – – –
DSC
522
Duncker Streett & Co
Missouri
$143K -$6.16K -80 -4%
CFD
523
Creative Financial Designs
Indiana
$142K +$154 +2 +0.1%
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$141K +$139K +1,805 New
DI
525
Disciplined Investments
Oklahoma
$126K -$80.7K -1,048 -40%
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