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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
576
BerganKDV Wealth Management
Minnesota
$16K – – –
TFGT
577
TS Financial Group (TSFG)
Illinois
$15K -$229 -4 -2%
LGWM
578
Litman Gregory Wealth Management
California
$15K – – –
PA
579
Procyon Advisors
Connecticut
$15K +$14.9K +260 New
SFSG
580
Stearns Financial Services Group
North Carolina
$14K – – –
MCWS
581
McKinley Carter Wealth Services
West Virginia
$14K +$13.8K +240 New
LWA
582
Lenox Wealth Advisors
New York
$13K +$12.6K +220 New
PMFA
583
Plante Moran Financial Advisors
Michigan
$11K – – –
AWM
584
Atticus Wealth Management
Florida
$11K +$10.8K +188 New
CAGAS
585
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
RP
586
Rice Partnership
Hawaii
$10K – – –
TC
587
Trust Company
Kansas
$10K – – –
KPW
588
Kore Private Wealth
New York
$10K +$9.86K +172 New
VCM
589
Versant Capital Management
Arizona
$9K – – –
GG
590
Gleason Group
Kentucky
$9K +$8.48K +148 New
TAM
591
Townsend Asset Management
North Carolina
$9K +$8.71K +152 New
HWM
592
HighMark Wealth Management
Minnesota
$9K +$8.94K +156 New
KFS
593
Kelly Financial Services
Massachusetts
$8.67K – – –
CI
594
CX Institutional
Indiana
$8K -$13.3K -232 -62%
JPLA
595
Joseph P. Lucia & Associates
New York
$8K – – –
LDFR
596
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
CCA
597
Column Capital Advisors
Indiana
$8K +$8.02K +140 New
RFA
598
Reilly Financial Advisors
California
$8K +$8.02K +140 New
SIM
599
Sonora Investment Management
Arizona
$8K +$8.02K +140 New
1W
600
1776 Wealth
Georgia
$8K +$8.25K +144 New
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