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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
551
Bay Colony Advisors
Massachusetts
$317K +$86 +1 +0%
MCM
552
MV Capital Management
Maryland
$317K -$25.3K -295 -8%
TCBWMS
553
Texas Capital Bank Wealth Management Services
Texas
$317K -$539K -6,300 -64%
FWP
554
FAS Wealth Partners
Kansas
$314K -$1.54K -18 -0.5%
PFBT
555
Parkside Financial Bank & Trust
Missouri
$314K – – –
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$313K -$55.1K -643 -16%
AWA
557
ARQ Wealth Advisors
Arizona
$312K – – –
MMA
558
Miracle Mile Advisors
California
$312K +$294K +3,431 New
SCA
559
Sandy Cove Advisors
Massachusetts
$312K +$257 +3 +0.1%
WLPWM
560
Walled Lake Planning & Wealth Management
Illinois
$312K -$3.08K -36 -1%
SHWM
561
Smith & Howard Wealth Management
Georgia
$311K +$343 +4 +0.1%
AAS
562
Annex Advisory Services
Wisconsin
$311K -$12K -140 -4%
NIM
563
Northeast Investment Management
Massachusetts
$310K – – –
AA
564
Ancora Advisors
Ohio
$309K – – –
BOJHT
565
Bank of Jackson Hole Trust
Wyoming
$308K +$94.2K +1,100 +48%
AT
566
American Trust
Kentucky
$308K +$290K +3,390 New
WCP
567
Wick Capital Partners
Pennsylvania
$308K +$1.87M +21,784 +644%
BWA
568
BlueChip Wealth Advisors
Georgia
$305K – – –
DC
569
Davenport & Co
Virginia
$304K -$8.65K -101 -3%
DC
570
Destiny Capital
Colorado
$303K +$18K +210 +7%
IIL
571
Insight Inv LLC
California
$301K -$4.79K -56 -2%
PCS
572
Personal CFO Solutions
New Jersey
$300K +$343 +4 +0.1%
FIA
573
Foundations Investment Advisors
Arizona
$299K +$45.4K +530 +19%
CPW
574
Cove Private Wealth
New York
$299K – – –
CFA
575
Cahill Financial Advisors
Minnesota
$298K +$86 +1 +0%
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23
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