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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
576
WealthShield Partners
North Carolina
$42K +$41.3K +536 New
IBOK
577
Independence Bank of Kentucky
Kentucky
$41K – – –
CT
578
Caldwell Trust
Florida
$40.8K – – –
ADL
579
Asset Dedication LLC
California
$39K -$32.4K -420 -46%
TWM
580
Tradition Wealth Management
Minnesota
$39K +$4.39K +57 +13%
KPCM
581
Kings Point Capital Management
New York
$37K – – –
WT
582
Washington Trust
Rhode Island
$37K – – –
SWA
583
Sutton Wealth Advisors
Florida
$37K – – –
PMFA
584
Plante Moran Financial Advisors
Michigan
$36K -$73.9K -960 -68%
EW
585
Element Wealth
Mississippi
$36K -$7.24K -94 -17%
CMA
586
Cedar Mountain Advisors
Oregon
$35K – – –
SIAP
587
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
MAM
588
Meeder Asset Management
Ohio
$33K +$32.4K +421 New
NFSG
589
Newbridge Financial Services Group
Florida
$32K – – –
CICI
590
Capital Investment Counsel Inc
North Carolina
$31K – – –
HDIM
591
Hanson & Doremus Investment Management
Vermont
$31K – – –
MWP
592
Meridian Wealth Partners
Pennsylvania
$31K – – –
AF
593
Allworth Financial
California
$31K +$15.1K +196 +98%
CTB
594
Country Trust Bank
Illinois
$30K -$4.16K -54 -12%
MF
595
Manchester Financial
California
$30K – – –
SMA
596
Sage Mountain Advisors
Georgia
$26K – – –
RWB
597
RMR Wealth Builders
New Jersey
$26K +$25.5K +331 New
CWA
598
Clearview Wealth Advisors
Oregon
$25K -$31.7K -412 -56%
FCM
599
Firestone Capital Management
Florida
$25K – – –
MCC
600
Money Concepts Capital
Florida
$25K – – –
22 23
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