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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
501
Harbour Investments
Wisconsin
$444K +$14.7K +153 +3%
PWA
502
PCG Wealth Advisors
Kansas
$443K +$481 +5 +0.1%
FCP
503
Fidelis Capital Partners
Florida
$438K +$59.7K +620 +16%
BAM
504
Belpointe Asset Management
Nevada
$437K +$12.7K +132 +3%
KPWS
505
Kestra Private Wealth Services
Texas
$433K +$64.2K +667 +18%
KAS
506
KPP Advisory Services
Kentucky
$432K – – –
CA
507
Crewe Advisors
Utah
$432K – – –
SL
508
Sentinus LLC
Illinois
$431K +$429K +4,452 New
VFA
509
Valeo Financial Advisors
Indiana
$431K -$97.4K -1,011 -19%
FFG
510
Fiduciary Financial Group
California
$431K -$117K -1,210 -21%
IA
511
IFG Advisory
Georgia
$427K -$2.41K -25 -0.6%
TAM
512
Tocqueville Asset Management
New York
$427K – – –
LOWM
513
Laurel Oak Wealth Management
New Jersey
$420K +$417K +4,335 New
CWM
514
ClientFirst Wealth Management
Arkansas
$419K – – –
CA
515
CoreCap Advisors
Michigan
$418K +$16.3K +169 +4%
FT
516
Fiduciary Trust
Massachusetts
$411K -$18.4K -191 -4%
WB
517
WesBanco Bank
West Virginia
$410K -$136K -1,414 -25%
MFP
518
Meramec Financial Planners
Missouri
$410K +$377K +3,913 New
PPW
519
Parcion Private Wealth
Washington
$410K -$248K -2,575 -38%
NCM
520
NCM Capital Management
New Jersey
$405K +$289 +3 +0.1%
VIA
521
Vickerman Investment Advisors
Washington
$402K +$13.7K +142 +4%
ET
522
Equitable Trust
Tennessee
$401K – – –
OSNBOA
523
Old Second National Bank of Aurora
Illinois
$399K – – –
CIC
524
Carnegie Investment Counsel
Ohio
$397K – – –
ATFA
525
All Terrain Financial Advisors
Minnesota
$396K – – –
19 20
21
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