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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
501
Meitav Investment House
Israel
$252K – – –
NIM
502
Northeast Investment Management
Massachusetts
$252K +$252K +3,256 New
BRWA
503
B. Riley Wealth Advisors
Florida
$251K -$229K -2,969 -48%
BWM
504
Benchmark Wealth Management
Connecticut
$248K – – –
IC
505
IEQ Capital
California
$248K +$309 +4 +0.1%
MGIA
506
Matthew Goff Investment Advisor
Texas
$247K +$247K +3,199 New
SS
507
Simplicity Solutions
Minnesota
$247K +$248K +3,203 New
AIA
508
Arcadia Investment Advisors
Idaho
$247K – – –
SKK
509
Shepherd Kaplan Krochuk
Massachusetts
$244K -$100K -1,296 -29%
KCM
510
Kendall Capital Management
Maryland
$244K – – –
V
511
VeraBank
Texas
$243K – – –
SIS
512
SVB Investment Services
Utah
$240K – – –
DT
513
Diversified Trust
Tennessee
$240K +$45K +582 +23%
RWP
514
Revolve Wealth Partners
New Jersey
$238K -$13K -168 -5%
HTC
515
Haverford Trust Company
Pennsylvania
$236K -$5.02K -65 -2%
AWA
516
Arete Wealth Advisors
Illinois
$233K +$464 +6 +0.2%
CA
517
CoreCap Advisors
Michigan
$232K -$10.4K -135 -4%
CWM
518
Connecticut Wealth Management
Connecticut
$232K -$3.94K -51 -2%
PPP
519
Private Portfolio Partners
New Jersey
$232K +$232K +3,000 New
SG
520
StoneX Group
New York
$231K -$174K -2,252 -43%
BSWA
521
Bromfield Sneider Wealth Advisors
Massachusetts
$231K – – –
EA
522
Eclectic Associates
California
$229K – – –
CG
523
CFO4Life Group
Texas
$228K – – –
HIA
524
Harbor Investment Advisory
Maryland
$227K – – –
TF
525
Tompkins Financial
New York
$227K +$160K +2,065 +239%
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