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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
501
Tocqueville Asset Management
New York
$367K – – –
RSA
502
River Street Advisors
Illinois
$367K -$33.9K -376 -8%
NCM
503
NCM Capital Management
New Jersey
$365K – – –
JFGLC
504
Johnson Financial Group LLC (Colorado)
Colorado
$362K +$391K +4,342 New
CWM
505
ClientFirst Wealth Management
Arkansas
$360K – – –
HP
506
Holistic Planning
Texas
$360K -$15.3K -170 -4%
SWM
507
SeaCrest Wealth Management
New York
$358K +$180 +2 +0%
VPP
508
Vertex Planning Partners
Illinois
$356K – – –
BHWM
509
Bar Harbor Wealth Management
New Hampshire
$356K -$63.9K -709 -14%
SAF
510
Smith Anglin Financial
Texas
$353K -$29.3K -325 -7%
DA
511
Doliver Advisors
Texas
$350K -$8.11K -90 -2%
AWM
512
AE Wealth Management
Kansas
$348K -$107K -1,193 -22%
IIC
513
Integrated Investment Consultants
Michigan
$348K +$360 +4 +0.1%
ET
514
Equitable Trust
Tennessee
$346K +$1.89K +21 +0.5%
DA
515
Dover Advisors
Virginia
$346K +$87.1K +967 +30%
FCP
516
Fidelis Capital Partners
Florida
$345K – – –
ITIM
517
Indiana Trust & Investment Management
Indiana
$345K – – –
TWP
518
Total Wealth Planning
Ohio
$344K +$90 +1 +0%
VIA
519
Vickerman Investment Advisors
Washington
$344K – – –
LW
520
Linscomb Wealth
Texas
$342K – – –
B
521
Bensler
Washington
$342K – – –
ATFA
522
All Terrain Financial Advisors
Minnesota
$340K -$20.3K -225 -5%
AI
523
Accredited Investors
Minnesota
$340K +$84K +932 +30%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$340K +$14.2K +158 +4%
RFM
525
Royal Fund Management
Florida
$340K +$156K +1,729 +74%
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