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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
626
High Net Worth Advisory Group
Florida
$259K – – –
CWS
627
Confluence Wealth Services
Pennsylvania
$256K – – –
AMG
628
Advisors Management Group
Wisconsin
$256K – – –
CWM
629
Cornerstone Wealth Management
Missouri
$255K -$57K -605 -19%
WB
630
West Bancorporation
Iowa
$255K -$13.7K -145 -5%
PFA
631
Plotkin Financial Advisors
Maryland
$254K – – –
EBA
632
Eagle Bay Advisors
New York
$253K -$10.3K -109 -4%
RW
633
Rede Wealth
Virginia
$253K +$249K +2,638 New
BCM
634
Brookstone Capital Management
Illinois
$252K +$248K +2,629 New
DWM
635
Dakota Wealth Management
Florida
$249K -$35K -372 -13%
PPWM
636
Paragon Private Wealth Management
Kentucky
$249K – – –
FOFP
637
Fee-Only Financial Planning
South Carolina
$245K – – –
LCM
638
Lazari Capital Management
California
$245K – – –
TCA
639
Trifecta Capital Advisors
Illinois
$244K – – –
MI
640
Moneywise Inc
Virginia
$243K +$283 +3 +0.1%
SIC
641
Sterling Investment Counsel
New York
$240K +$236K +2,504 New
EW
642
Elyxium Wealth
California
$238K – – –
CAG
643
Csenge Advisory Group
Florida
$237K -$3.58K -38 -2%
BW
644
BIP Wealth
Georgia
$237K – – –
TCM
645
Traynor Capital Management
Pennsylvania
$237K -$7.82K -83 -3%
BCI
646
Brinker Capital Investments
Pennsylvania
$236K +$3.58K +38 +2%
NL
647
NWAM LLC
Washington
$236K – – –
PCM
648
Park Capital Management
Wisconsin
$235K – – –
RZH
649
Relyea Zuckerberg Hanson
Connecticut
$234K +$377 +4 +0.2%
SG
650
Stanich Group
New York
$233K -$41.5K -440 -15%
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