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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
626
Kelly Financial Services
Massachusetts
$11.5K – – –
AWM
627
Accel Wealth Management
Iowa
$11K – – –
CCA
628
Column Capital Advisors
Indiana
$11K – – –
GLLW
629
Graves Light Lenhart Wealth
Virginia
$11K – – –
JPLA
630
Joseph P. Lucia & Associates
New York
$11K – – –
CBT
631
CoreFirst Bank & Trust
Kansas
$10K – – –
CFFP
632
Center for Financial Planning
Michigan
$10K +$9.86K +128 New
GTAM
633
Global Trust Asset Management
Florida
$8K – – –
MCM
634
MV Capital Management
Maryland
$7K – – –
RCM
635
Rain Capital Management
Oregon
$7K +$6.47K +84 New
AIC
636
Archer Investment Corporation
Indiana
$6.9K – – –
AW
637
Avion Wealth
Texas
$6K – – –
LWA
638
Lowe Wealth Advisors
Maryland
$6K – – –
RIA
639
RPG Investment Advisory
California
$6K – – –
RCM
640
Regency Capital Management
Hawaii
$6K +$5.78K +75 New
LDFR
641
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
TCM
642
Tradewinds Capital Management
Washington
$4K – – –
JCM
643
Jacobi Capital Management
Pennsylvania
$4K +$3.47K +45 New
HWM
644
HighMark Wealth Management
Minnesota
$3K -$9.55K -124 -78%
CAC
645
Certified Advisory Corp
Florida
$3K +$2.7K +35 New
GAM
646
Grandview Asset Management
Pennsylvania
$3K +$3.39K +44 New
DWA
647
Dorsey Wright & Associates
California
$2.41K -$112K -1,457 -5%
MIM
648
MTM Investment Management
South Carolina
$2K – – –
QCG
649
Quadrant Capital Group
Ohio
$2K – – –
CWC
650
Carolinas Wealth Consulting
North Carolina
$1K – – –
24 25
26
27 28