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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
526
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
RFA
527
Reilly Financial Advisors
California
$6K – – –
SIM
528
Sonora Investment Management
Arizona
$6K – – –
VCM
529
Versant Capital Management
Arizona
$6K – – –
MPCG
530
Matrix Private Capital Group
New York
$5K – – –
RDWM
531
Red Door Wealth Management
Tennessee
$5K +$6.82K +124 New
FA
532
Forefront Analytics
Pennsylvania
$4.82K +$5.94K +108 New
CI
533
CX Institutional
Indiana
$4K -$2.64K -48 -34%
AIC
534
Archer Investment Corporation
Indiana
$4K – – –
GTAM
535
Global Trust Asset Management
Florida
$4K – – –
RIA
536
RPG Investment Advisory
California
$4K – – –
WCG
537
Weaver Consulting Group
California
$4K – – –
AW
538
Avion Wealth
Texas
$4K +$4.4K +80 New
RCA
539
Rowland Carmichael Advisors
Arizona
$4K +$5.06K +92 New
EWP
540
Engrave Wealth Partners
Texas
$3K – – –
GI
541
Gradient Investments
Minnesota
$3K – – –
LWA
542
Lowe Wealth Advisors
Maryland
$3K – – –
FPB
543
First PREMIER Bank
South Dakota
$3K +$3.3K +60 New
BAMG
544
Brand Asset Management Group
Missouri
$3K +$3.74K +68 New
IA
545
Independence Advisors
Pennsylvania
$2K -$39.6K -720 -95%
PWMG
546
Prestige Wealth Management Group
New Jersey
$2K -$440 -8 -15%
ACA
547
Aptus Capital Advisors
Alabama
$2K – – –
CAC
548
Certified Advisory Corp
Florida
$2K – – –
HI
549
Hudock Inc
Pennsylvania
$2K – – –
TCM
550
Tradewinds Capital Management
Washington
$2K – – –
20 21
22
23 24