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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
626
Matthew Hamilton Rosenberg
$18K – – –
TFGT
627
TS Financial Group (TSFG)
Illinois
$17K -$1.07K -16 -6%
JWBC
628
John W. Brooker & Co
California
$17K – – –
POIA
629
Pin Oak Investment Advisors
Texas
$17K – – –
FPW
630
Flagship Private Wealth
Massachusetts
$16.7K +$15.1K +226 New
CAGAS
631
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
APWA
632
Atlas Private Wealth Advisors
New Jersey
$14K – – –
AWM
633
Atticus Wealth Management
Florida
$14K – – –
AF
634
Allworth Financial
California
$14K +$1.87K +28 +16%
FA
635
Financial Avengers
California
$14K +$13.3K +200 New
TIM
636
Tortoise Investment Management
New York
$13K -$33.1K -496 -73%
TC
637
Trust Company
Kansas
$13K – – –
HFA
638
HC Financial Advisors
California
$12K – – –
HWM
639
HighMark Wealth Management
Minnesota
$12K – – –
MPCG
640
Matrix Private Capital Group
New York
$12K – – –
TAM
641
Townsend Asset Management
North Carolina
$11K – – –
GG
642
Gleason Group
Kentucky
$11K +$267 +4 +3%
OPW
643
Oxler Private Wealth
New York
$11K +$10.7K +160 New
KFS
644
Kelly Financial Services
Massachusetts
$10.6K -$67 -1 -0.7%
CCA
645
Column Capital Advisors
Indiana
$10K – – –
VCM
646
Versant Capital Management
Arizona
$10K – – –
CBT
647
CoreFirst Bank & Trust
Kansas
$10K +$8.8K +132 New
GLLW
648
Graves Light Lenhart Wealth
Virginia
$10K +$9.07K +136 New
JPLA
649
Joseph P. Lucia & Associates
New York
$10K +$9.07K +136 New
AWM
650
Accel Wealth Management
Iowa
$10K +$9.6K +144 New
24 25
26
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