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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
551
Stevens Capital Partners
Nebraska
$314K -$22.3K -267 -7%
DC
552
Davenport & Co
Virginia
$312K – – –
SCA
553
Sandy Cove Advisors
Massachusetts
$312K +$167 +2 +0.1%
NIM
554
Northeast Investment Management
Massachusetts
$310K – – –
HCM
555
Highview Capital Management
Illinois
$309K +$29.2K +350 +12%
KIG
556
Kowal Investment Group
Wisconsin
$308K +$334 +4 +0.1%
AIA
557
Allied Investment Advisors
Montana
$307K – – –
BWA
558
BlueChip Wealth Advisors
Georgia
$306K – – –
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$306K +$280K +3,351 New
MA
560
Montag & Associates
Georgia
$306K +$67.3K +807 +32%
PCS
561
Personal CFO Solutions
New Jersey
$299K -$83 -1 -0%
IW
562
Imprint Wealth
South Carolina
$298K +$273K +3,274 New
FNBTCON
563
First National Bank & Trust Co of Newtown
Pennsylvania
$297K – – –
AC
564
Abbrea Capital
California
$297K – – –
FFA
565
Fragasso Financial Advisors
Pennsylvania
$296K -$6.01K -72 -2%
EPW
566
Evergreen Private Wealth
Colorado
$294K -$210K -2,518 -44%
IFWM
567
Institute for Wealth Management
Colorado
$294K -$26.3K -315 -9%
CCA
568
Clearwater Capital Advisors
Illinois
$293K – – –
BSI
569
Bennett Selby Investments
Maine
$293K – – –
SNBOSD
570
Security National Bank of So Dak
Iowa
$292K – – –
AIC
571
Argus Investors Counsel
New York
$292K +$267K +3,200 New
MGIA
572
Matthew Goff Investment Advisor
Texas
$292K +$267K +3,199 New
CFGS
573
Concourse Financial Group Securities
Alabama
$292K -$14.6K -175 -5%
CTC
574
Central Trust Company
Missouri
$291K – – –
CWC
575
Carolinas Wealth Consulting
North Carolina
$291K +$260K +3,120 +4,457%
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