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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
576
Liberty Wealth Management
California
$208K -$212K -2,533 Closed
FCCM
577
First City Capital Management
Georgia
$208K – – –
EI
578
Ellevest Inc
New York
$206K – – –
WAL
579
W Advisors LLC
Tennessee
$206K +$202K +2,412 New
ICM
580
IMS Capital Management
Oregon
$205K +$202K +2,408 New
CFD
581
Creative Financial Designs
Indiana
$204K +$14.3K +170 +8%
CCM
582
Colorado Capital Management
Colorado
$204K +$200K +2,384 New
RA
583
RFG Advisory
Alabama
$203K +$199K +2,376 New
SAM
584
Summit Asset Management
Tennessee
$203K +$200K +2,380 New
SPP
585
Single Point Partners
Massachusetts
$202K +$198K +2,366 New
TDC
586
Thompson Davis & Co
Virginia
$202K +$199K +2,369 New
PIMG
587
Patriot Investment Management Group
Tennessee
$202K +$199K +2,376 New
JEST
588
JTC Employer Solutions Trustee
Jersey
$201K – – –
BWA
589
Bordeaux Wealth Advisors
California
$201K +$198K +2,362 New
PB
590
Pinnacle Bancorp
Nebraska
$194K – – –
MA
591
Montag & Associates
Georgia
$179K – – –
HR
592
Hayden Royal
North Carolina
$174K +$171K +2,042 New
GAM
593
Gemmer Asset Management
California
$170K – – –
PP
594
PFS Partners
New Jersey
$161K +$158K +1,888 New
FDCDDQ
595
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K – – –
VNA
596
Valley National Advisers
Pennsylvania
$159K – – –
PFBT
597
Parkside Financial Bank & Trust
Missouri
$158K – – –
DSC
598
Duncker Streett & Co
Missouri
$135K – – –
GWSG
599
GPS Wealth Strategies Group
Colorado
$135K +$24.1K +287 +22%
TFO
600
Tarbox Family Office
California
$133K +$252 +3 +0.2%
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