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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
551
Legacy Bridge
Iowa
$105K – – –
BAM
552
Belpointe Asset Management
Nevada
$105K +$97.3K +1,459 New
LS
553
Leelyn Smith
Illinois
$104K -$3.07K -46 -3%
PMFA
554
Plante Moran Financial Advisors
Michigan
$102K – – –
SAM
555
S.A. Mason
Michigan
$96K +$89.1K +1,336 New
EWM
556
Endurance Wealth Management
Rhode Island
$91K – – –
HCM
557
Horrell Capital Management
Arkansas
$88K – – –
SIC
558
Salem Investment Counselors
North Carolina
$87K +$65.6K +984 +447%
FP
559
Financial Perspectives
Minnesota
$82.5K -$133 -2 -0.2%
SC
560
Steph & Co
Wisconsin
$77K – – –
AF
561
Affiance Financial
Minnesota
$75K -$7.33K -110 -10%
BSSFA
562
Baron Silver Stevens Financial Advisors
Florida
$74K +$69.1K +1,036 New
CFO
563
CVA Family Office
Colorado
$73K – – –
CPFP
564
Clear Perspectives Financial Planning
Ohio
$71K +$65.7K +985 New
BA
565
Ballast Advisors
Minnesota
$70K – – –
HFA
566
Hoover Financial Advisors
Pennsylvania
$69K – – –
RP
567
Rice Partnership
Hawaii
$69K +$52.6K +789 +470%
ADL
568
Asset Dedication LLC
California
$66K -$133 -2 -0.2%
VFA
569
Valeo Financial Advisors
Indiana
$66K – – –
SWM
570
Sugarloaf Wealth Management
Georgia
$64K – – –
TF
571
Tompkins Financial
New York
$62K -$60K -900 -51%
AAP
572
Arax Advisory Partners
Colorado
$62K -$9.6K -144 -14%
ICP
573
Interchange Capital Partners
Pennsylvania
$62K +$57.6K +864 New
AIA
574
Armor Investment Advisors
North Carolina
$61K – – –
MWA
575
Moser Wealth Advisors
Washington
$61K – – –
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