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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
576
Cornerstone Wealth Management
Missouri
$297K -$343 -4 -0.1%
PA
577
Probity Advisors
Texas
$297K -$24.3K -284 -8%
DWM
578
Diversify Wealth Management
Utah
$294K – – –
KWA
579
Kingswood Wealth Advisors
California
$293K – – –
SB
580
Strategic Blueprint
Georgia
$292K +$40.6K +474 +17%
DWM
581
David Wealth Management
Virginia
$291K +$31K +362 +13%
HFA
582
High Falls Advisors
New York
$291K -$34.3K -400 -11%
SNBOSD
583
Security National Bank of So Dak
Iowa
$291K – – –
MGIA
584
Matthew Goff Investment Advisor
Texas
$291K – – –
FTC
585
Farmers Trust Company
Ohio
$288K -$21.9K -256 -7%
IC
586
IEQ Capital
California
$288K +$257 +3 +0.1%
MPWS
587
McCarter Private Wealth Services
Massachusetts
$287K +$270K +3,155 New
TNB
588
Thomasville National Bank
Georgia
$285K -$34.8K -406 -11%
MAM
589
MMA Asset Management
Pennsylvania
$283K – – –
NW
590
NewEdge Wealth
Pennsylvania
$282K +$10.8K +126 +4%
NS
591
NBC Securities
Alabama
$282K – – –
ACI
592
Alpha Cubed Investments
California
$278K +$262K +3,054 New
CCA
593
Clearwater Capital Advisors
Illinois
$276K – – –
IFWM
594
Institute for Wealth Management
Colorado
$276K – – –
FMWA
595
Forvis Mazars Wealth Advisors
Missouri
$276K – – –
B
596
Bailard
California
$273K -$5.91K -69 -2%
CWM
597
Connecticut Wealth Management
Connecticut
$273K – – –
WHG
598
Westwood Holdings Group
Texas
$272K – – –
SC
599
Sapient Capital
Indiana
$272K – – –
EA
600
Eclectic Associates
California
$270K – – –
22 23
24
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