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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
501
Accredited Investors
Minnesota
$233K +$1.93K +28 +0.8%
PFO
502
Pathstone Family Office
New Jersey
$233K – – –
SCA
503
Sandy Cove Advisors
Massachusetts
$232K +$137 +2 +0.1%
NIM
504
Northeast Investment Management
Massachusetts
$232K +$10K +146 +4%
SIAS
505
Summit Investment Advisory Services
Minnesota
$232K +$233K +3,396 New
EW
506
Enzi Wealth
Texas
$230K – – –
BBNA
507
Bremer Bank National Association
Minnesota
$228K +$2.68K +39 +1%
KIG
508
Kowal Investment Group
Wisconsin
$228K +$275 +4 +0.1%
GPA
509
Garrison Point Advisors
California
$227K – – –
CTC
510
Central Trust Company
Missouri
$227K -$110K -1,600 -33%
LWM
511
Laidlaw Wealth Management
New York
$225K -$1.38K -20 -0.6%
MWM
512
Modera Wealth Management
New Jersey
$224K -$2.47K -36 -1%
AC
513
Abbrea Capital
California
$223K +$224K +3,259 New
IC
514
IEQ Capital
California
$221K +$344 +5 +0.2%
SG
515
StoneX Group
New York
$221K +$222K +3,232 New
CCM
516
Condor Capital Management
New Jersey
$221K -$2.75K -40 -1%
HBW
517
Hazlett, Burt & Watson
West Virginia
$220K -$16.4K -239 -7%
ATC
518
Argent Trust Co
Tennessee
$219K – – –
FPGK
519
Financial Partners Group (Kansas)
Kansas
$219K +$204K +2,965 New
SNBOSD
520
Security National Bank of So Dak
Iowa
$219K -$69.8K -1,016 -24%
OMC
521
Old Mission Capital
Illinois
$218K +$220K +3,195 New
MIH
522
Meitav Investment House
Israel
$216K – – –
SKK
523
Shepherd Kaplan Krochuk
Massachusetts
$216K +$217K +3,158 New
KCM
524
Kendall Capital Management
Maryland
$214K +$215K +3,134 New
AWA
525
Amplius Wealth Advisors
Pennsylvania
$213K +$214K +3,113 New
19 20
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