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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
601
Stevens Capital Partners
Nebraska
$290K +$9.98K +106 +3%
IC
602
IEQ Capital
California
$287K +$47.5K +504 +19%
AI
603
Accredited Investors
Minnesota
$286K +$1.41K +15 +0.5%
EBA
604
Eagle Bay Advisors
New York
$285K – – –
DWM
605
Diversify Wealth Management
Utah
$284K +$295K +3,133 New
PMFA
606
Plante Moran Financial Advisors
Michigan
$284K -$4.43K -47 -1%
MAM
607
MMA Asset Management
Pennsylvania
$283K -$677K -7,194 -70%
HA
608
Huntleigh Advisors
Missouri
$281K +$291K +3,093 New
SFG
609
Sage Financial Group
Pennsylvania
$277K – – –
HFS
610
Heritage Financial Services
Massachusetts
$276K – – –
CCA
611
Clearwater Capital Advisors
Illinois
$276K -$11.3K -120 -4%
WCM
612
Winthrop Capital Management
Indiana
$276K +$286K +3,036 New
IFWM
613
Institute for Wealth Management
Colorado
$276K – – –
GWM
614
Geneos Wealth Management
Colorado
$276K – – –
CWM
615
Connecticut Wealth Management
Connecticut
$273K – – –
GPA
616
Garrison Point Advisors
California
$273K – – –
WHG
617
Westwood Holdings Group
Texas
$272K – – –
BSI
618
Bennett Selby Investments
Maine
$271K – – –
SC
619
Sapient Capital
Indiana
$271K +$47.1K +500 +20%
FMWA
620
Forvis Mazars Wealth Advisors
Missouri
$271K – – –
EA
621
Eclectic Associates
California
$270K – – –
DWM
622
Dakota Wealth Management
Florida
$270K +$279K +2,967 New
CG
623
CFO4Life Group
Texas
$269K +$942 +10 +0.3%
PPP
624
Private Portfolio Partners
New Jersey
$269K +$3.48K +37 +1%
FIA
625
Foundations Investment Advisors
Arizona
$268K -$638K -6,773 -70%
23 24
25
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