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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
501
Mather Group
Illinois
$285K -$3.32K -44 -1%
KPWS
502
Kestra Private Wealth Services
Texas
$283K +$41.8K +554 +16%
TB
503
Terril Brothers
Missouri
$282K – – –
HFA
504
High Falls Advisors
New York
$282K – – –
BFM
505
Boston Financial Management
Massachusetts
$280K – – –
DC
506
Davenport & Co
Virginia
$278K +$56.9K +754 +24%
HBW
507
Hazlett, Burt & Watson
West Virginia
$278K +$41.2K +547 +16%
DIM
508
Delta Investment Management
California
$277K -$2.04K -27 -0.7%
WLPWM
509
Walled Lake Planning & Wealth Management
Illinois
$276K -$4.52K -60 -2%
NB
510
NBT Bank
New York
$275K – – –
SFG
511
Summit Financial Group
West Virginia
$274K – – –
IBOK
512
Independence Bank of Kentucky
Kentucky
$272K – – –
AWM
513
Aprio Wealth Management
Georgia
$271K – – –
HCP
514
Holt Capital Partners
Texas
$270K – – –
CA
515
CoreCap Advisors
Michigan
$270K -$281K -3,733 -50%
WP
516
WealthSource Partners
California
$269K – – –
CPSC
517
Carl P. Sherr & Co
Massachusetts
$267K – – –
WB
518
West Bancorporation
Iowa
$265K -$7.92K -105 -3%
SCP
519
Stevens Capital Partners
Nebraska
$264K -$75 -1 -0%
DAS
520
Dynamic Advisor Solutions
Arizona
$264K +$15.9K +211 +6%
PA
521
Probity Advisors
Texas
$263K – – –
WWM
522
Western Wealth Management
Colorado
$263K +$9.95K +132 +4%
GWS
523
Glassman Wealth Services
Virginia
$263K – – –
MFA
524
Mayflower Financial Advisors
Massachusetts
$262K -$215K -2,852 -44%
VFA
525
Valeo Financial Advisors
Indiana
$261K +$272K +3,607 New
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