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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
501
Quadrature Capital
United Kingdom
$420K +$434K +4,611 New
OPAM
502
Ocean Park Asset Management
California
$419K – – –
IA
503
IFG Advisory
Georgia
$419K +$434K +4,605 New
HI
504
Harbour Investments
Wisconsin
$418K -$27.7K -294 -6%
SAF
505
Smith Anglin Financial
Texas
$415K -$76.6K -813 -15%
SI
506
Saxon Interests
Texas
$414K -$283 -3 -0.1%
GT
507
Glenview Trust
Kentucky
$411K +$471 +5 +0.1%
PWA
508
PCG Wealth Advisors
Kansas
$411K +$1.22K +13 +0.3%
VFA
509
Valeo Financial Advisors
Indiana
$410K +$88.4K +939 +26%
HP
510
Holistic Planning
Texas
$409K -$33K -350 -7%
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$403K – – –
PCM
512
Perritt Capital Management
Illinois
$402K +$18.9K +201 +5%
SWC
513
Spectrum Wealth Counsel
Indiana
$401K – – –
TAM
514
Tocqueville Asset Management
New York
$401K – – –
NCM
515
NCM Capital Management
New Jersey
$398K -$18.8K -200 -4%
OPWM
516
Oakwell Private Wealth Management
Texas
$397K – – –
FCP
517
Fidelis Capital Partners
Florida
$393K – – –
CWM
518
ClientFirst Wealth Management
Arkansas
$393K +$407K +4,324 New
ATFA
519
All Terrain Financial Advisors
Minnesota
$392K -$942 -10 -0.2%
SWM
520
SeaCrest Wealth Management
New York
$390K -$753 -8 -0.2%
DA
521
Doliver Advisors
Texas
$390K -$42.4K -450 -9%
FT
522
Fiduciary Trust
Massachusetts
$388K – – –
VPP
523
Vertex Planning Partners
Illinois
$388K – – –
IIC
524
Integrated Investment Consultants
Michigan
$379K +$377 +4 +0.1%
MA
525
MKT Advisors
California
$379K – – –
19 20
21
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