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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
501
CPWM LLC
Washington
$214K +$80 +1 +0%
PFA
502
Plotkin Financial Advisors
Maryland
$214K – – –
MOS
503
MGO One Seven
Ohio
$213K -$28.9K -360 -12%
PWP
504
Principle Wealth Partners
Connecticut
$213K – – –
WB
505
WesBanco Bank
West Virginia
$213K – – –
BU
506
BBVA USA
Alabama
$213K +$211K +2,631 New
IC
507
Inscription Capital
Texas
$213K +$211K +2,632 New
KOMWMG
508
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K -$4.09K -51 -2%
SPP
509
Single Point Partners
Massachusetts
$208K -$1.69K -21 -0.8%
GVAG
510
Great Valley Advisor Group
Delaware
$208K – – –
BJ
511
Brouwer & Janachowski
California
$207K – – –
LSAG
512
Lake Street Advisors Group
New Hampshire
$207K +$203K +2,528 New
GWM
513
Geneos Wealth Management
Colorado
$206K -$550K -6,856 -73%
LWM
514
Liberty Wealth Management
California
$205K +$161 +2 +0.1%
MI
515
Moneywise Inc
Virginia
$205K +$203K +2,535 New
CAM
516
Concorde Asset Management
Michigan
$203K +$201K +2,504 New
SFA
517
Sequoia Financial Advisors
Ohio
$201K +$199K +2,478 New
S
518
SignatureFD
Georgia
$200K – – –
TWA
519
TCI Wealth Advisors
Arizona
$199K -$1.45K -18 -0.7%
CB
520
CNB Bank
Pennsylvania
$199K – – –
EI
521
Ellevest Inc
New York
$195K – – –
FFA
522
Freedman Financial Associates
Massachusetts
$193K +$191K +2,380 New
PB
523
Pinnacle Bancorp
Nebraska
$192K -$19.3K -240 -9%
JEST
524
JTC Employer Solutions Trustee
Jersey
$191K +$189K +2,360 New
GRP
525
Global Retirement Partners
California
$173K -$22.2K -277 -11%
19 20
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