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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
501
Sentinus LLC
Illinois
$477K +$29.6K +288 +6%
HTIM
502
Harbour Trust & Investment Management
Indiana
$477K -$48.3K -470 -9%
SI
503
Saxon Interests
Texas
$476K -$4.01K -39 -0.8%
WB
504
WesBanco Bank
West Virginia
$475K +$50.3K +490 +12%
SAM
505
Sawgrass Asset Management
Florida
$475K – – –
BFO
506
Biltmore Family Office
North Carolina
$470K – – –
MPIA
507
Milestones Private Investment Advisors
New York
$468K -$324K -3,155 -40%
EI
508
EFG International
$467K – – –
FF
509
Friday Financial
Iowa
$467K – – –
FCP
510
Fidelis Capital Partners
Florida
$455K – – –
KWA
511
Kingswood Wealth Advisors
California
$455K -$32.6K -317 -7%
GWM
512
Geneos Wealth Management
Colorado
$455K +$72.9K +710 +19%
MF
513
Meridian Financial
Massachusetts
$451K -$15.1K -147 -3%
KAS
514
KPP Advisory Services
Kentucky
$449K – – –
CA
515
Crewe Advisors
Utah
$449K – – –
VFA
516
Valeo Financial Advisors
Indiana
$448K – – –
FFG
517
Fiduciary Financial Group
California
$447K – – –
GWP
518
Gateway Wealth Partners
Wisconsin
$445K +$227K +2,214 +100%
TAM
519
Tocqueville Asset Management
New York
$444K – – –
GIA
520
Gladstone Institutional Advisory
Florida
$440K -$68.4K -666 -13%
MWM
521
Mattern Wealth Management
Kansas
$438K -$82.6K -804 -16%
CCA
522
Childress Capital Advisors
Texas
$438K +$447K +4,353 New
B
523
Bailard
California
$435K +$136K +1,323 +44%
CWM
524
ClientFirst Wealth Management
Arkansas
$435K – – –
CWM
525
Cordatus Wealth Management
Pennsylvania
$433K -$5.61M -54,591 -93%
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