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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
601
Northeast Investment Management
Massachusetts
$400K – – –
SOS
602
Silver Oak Securities
Tennessee
$400K +$147K +1,319 +63%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$399K -$187K -1,685 -33%
NB
604
NBH Bank
Colorado
$398K +$377K +3,390 New
AA
605
Ancora Advisors
Ohio
$398K – – –
EFS
606
Essex Financial Services
Connecticut
$396K +$59.2K +533 +19%
BF
607
Benchmark Financial
Delaware
$391K +$47.2K +425 +15%
SCM
608
SCS Capital Management
Massachusetts
$390K – – –
CFA
609
Cahill Financial Advisors
Minnesota
$385K – – –
PA
610
Probity Advisors
Texas
$383K – – –
CIAS
611
Capital Investment Advisory Services
North Carolina
$382K +$275K +2,480 +322%
CFG
612
Clayton Financial Group
Missouri
$382K +$111 +1 +0%
MCM
613
MV Capital Management
Maryland
$380K – – –
WS
614
Wedbush Securities
California
$380K +$2.89K +26 +0.8%
WLPWM
615
Walled Lake Planning & Wealth Management
Illinois
$380K -$5.89K -53 -2%
EPM
616
Elm Partners Management
Pennsylvania
$378K -$666 -6 -0.2%
MGIA
617
Matthew Goff Investment Advisor
Texas
$377K – – –
IC
618
IEQ Capital
California
$373K -$256K -2,303 -42%
SB
619
Strategic Blueprint
Georgia
$373K +$2.78K +25 +0.8%
MIH
620
Meitav Investment House
Israel
$371K +$355K +3,200 New
BWP
621
Balboa Wealth Partners
Arizona
$370K -$2.26M -20,391 -87%
BCM
622
Brookstone Capital Management
Illinois
$368K -$108K -973 -24%
BCM
623
Buckhead Capital Management
Georgia
$358K – – –
CCM
624
Condor Capital Management
New Jersey
$353K +$10.7K +96 +3%
WHG
625
Westwood Holdings Group
Texas
$352K – – –
23 24
25
26 27