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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
601
Independence Bank of Kentucky
Kentucky
$38K – – –
CT
602
Caldwell Trust
Florida
$37.6K – – –
WT
603
Washington Trust
Rhode Island
$35K – – –
SWA
604
Sutton Wealth Advisors
Florida
$34.1K – – –
KPCM
605
Kings Point Capital Management
New York
$34K +$7.54K +113 +32%
CMA
606
Cedar Mountain Advisors
Oregon
$33K – – –
SIAP
607
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K – – –
CTB
608
Country Trust Bank
Illinois
$32K +$3.6K +54 +14%
TWM
609
Tradition Wealth Management
Minnesota
$32K +$29.3K +440 New
BDWCC
610
B&D White Capital Company
Texas
$31K +$29.3K +440 New
NFSG
611
Newbridge Financial Services Group
Florida
$30K – – –
HDIM
612
Hanson & Doremus Investment Management
Vermont
$29K – – –
MWP
613
Meridian Wealth Partners
Pennsylvania
$29K – – –
PFO
614
Pathstone Family Office
New Jersey
$29K +$26.7K +400 New
FCH
615
Freestone Capital Holdings
Washington
$28.3K – – –
CICI
616
Capital Investment Counsel Inc
North Carolina
$28K – – –
MF
617
Manchester Financial
California
$27K – – –
SMA
618
Sage Mountain Advisors
Georgia
$24K +$21.9K +328 New
SIS
619
Sound Income Strategies
Florida
$23K -$31.5K -472 -60%
FCM
620
Firestone Capital Management
Florida
$23K – – –
MCC
621
Money Concepts Capital
Florida
$23K +$21.6K +324 New
PCFFS
622
Pacific Center for Financial Services
California
$22K +$13.6K +204 +196%
SFSIG
623
San Francisco Sentry Investment Group
California
$21K -$38.9K -584 -66%
CIA
624
Choate Investment Advisors
Massachusetts
$18K – – –
LGWM
625
Litman Gregory Wealth Management
California
$18K – – –
23 24
25
26 27