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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
Mission Wealth Management
California
– -$237K -3,980 Closed
DP
602
Denver PWM
Colorado
– -$237K -3,968 Closed
BL
603
BFSG LLC
California
– -$236K -3,960 Closed
GPA
604
Garrison Point Advisors
California
– -$230K -3,860 Closed
HCMT
605
Highland Capital Management (Tennessee)
Tennessee
– -$229K -3,852 Closed
FWCM
606
Ferguson Wellman Capital Management
Oregon
– -$228K -3,828 Closed
SHWM
607
Smith & Howard Wealth Management
Georgia
– -$227K -3,820 Closed
WSFS
608
Wilmington Savings Fund Society
Delaware
– -$226K -3,800 Closed
BS
609
Boenning & Scattergood
Pennsylvania
– -$223K -3,740 Closed
AWM
610
Altus Wealth Management
Kentucky
– -$222K -3,724 Closed
HTC
611
Haverford Trust Company
Pennsylvania
– -$221K -3,712 Closed
RMDI
612
R.M. Davis Inc
Maine
– -$218K -3,664 Closed
KIA
613
KCM Investment Advisors
California
– -$218K -3,656 Closed
IIC
614
Integrated Investment Consultants
Michigan
– -$216K -3,624 Closed
DC
615
Davenport & Co
Virginia
– -$211K -3,540 Closed
WAM
616
Wallington Asset Management
Indiana
– -$210K -3,520 Closed
BCA
617
Bay Colony Advisors
Massachusetts
– -$213K -3,516 Closed
BRWA
618
B. Riley Wealth Advisors
Florida
– -$209K -3,508 Closed
LOPW
619
Live Oak Private Wealth
North Carolina
– -$206K -3,464 Closed
SW
620
SkyOak Wealth
Michigan
– -$205K -3,444 Closed
CST
621
Charles Schwab Trust
Nevada
– -$204K -3,432 Closed
LNC
622
Lincoln National Corp
Pennsylvania
– -$203K -3,408 Closed
KOMWMG
623
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$202K -3,388 Closed
BWM
624
Benchmark Wealth Management
Connecticut
– -$201K -3,376 Closed
FWM
625
Frontier Wealth Management
Missouri
– -$201K -3,376 Closed
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25
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