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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
626
Aufman Associates
Pennsylvania
$263K +$256K +2,859 New
BBHC
627
Brown Brothers Harriman & Co
New York
$261K – – –
ATC
628
Argent Trust Co
Tennessee
$261K – – –
CCT
629
Chemung Canal Trust
New York
$258K -$537 -6 -0.2%
V
630
VeraBank
Texas
$258K – – –
EI
631
Ellevest Inc
New York
$258K – – –
III
632
Independent Investors Inc
New York
$257K – – –
LCM
633
Lazari Capital Management
California
$256K +$249K +2,789 New
SA
634
SpiderRock Advisors
Delaware
$256K +$27.8K +311 +13%
WP
635
Westmount Partners
California
$255K – – –
TI
636
Trexquant Investment
Connecticut
$254K -$227K -2,541 -48%
TCM
637
Traynor Capital Management
Pennsylvania
$254K -$24K -268 -9%
CB
638
CNB Bank
Pennsylvania
$252K – – –
QCM
639
QRG Capital Management
Illinois
$252K +$24.9K +278 +11%
FCCM
640
First City Capital Management
Georgia
$251K – – –
IIC
641
Ironwood Investment Counsel
Arizona
$251K – – –
CWS
642
Confluence Wealth Services
Pennsylvania
$249K – – –
GMFG
643
Greater Midwest Financial Group
Minnesota
$248K +$626 +7 +0.3%
YIH
644
Y-Intercept (HK)
Hong Kong
$248K +$241K +2,697 New
SFA
645
Sequoia Financial Advisors
Ohio
$248K +$241K +2,694 New
BAAM
646
Baker Avenue Asset Management
California
$246K – – –
FFA
647
Fragasso Financial Advisors
Pennsylvania
$246K -$26.6K -298 -10%
AMG
648
Advisors Management Group
Wisconsin
$246K – – –
TAM
649
Townsend Asset Management
North Carolina
$245K +$165K +1,840 +222%
IC
650
IEQ Capital
California
$244K +$447 +5 +0.2%
24 25
26
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