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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
651
Strengthening Families & Communities LLC
Massachusetts
$46K +$44.1K +618 New
MIA
652
Milestone Investment Advisors
Wisconsin
$45.6K – – –
ASBI
653
American State Bank (Iowa)
Iowa
$45K – – –
MFC
654
Mechanics Financial Corp
Ohio
$40.2K – – –
CT
655
Caldwell Trust
Florida
$39K – – –
SIS
656
Sound Income Strategies
Florida
$38.9K +$6.21K +87 +20%
CTA
657
Colonial Trust Advisors
South Carolina
$37.1K – – –
CPG
658
Cornerstone Planning Group
New Jersey
$35.6K +$33.9K +475 New
BFPW
659
BOK Financial Private Wealth
Colorado
$35.4K -$47.2K -661 -58%
SWA
660
Sutton Wealth Advisors
Florida
$35.4K – – –
TFGT
661
TS Financial Group (TSFG)
Illinois
$35K – – –
BA
662
Ballast Advisors
Minnesota
$33.9K – – –
AIA
663
Armor Investment Advisors
North Carolina
$33K – – –
ACA
664
Aptus Capital Advisors
Alabama
$31.4K +$71 +1 +0.2%
NFSG
665
Newbridge Financial Services Group
Florida
$30.4K +$71 +1 +0.2%
MAWA
666
Moss Adams Wealth Advisors
Washington
$30K -$10K -140 -26%
HDIM
667
Hanson & Doremus Investment Management
Vermont
$30K – – –
BCWM
668
Bartlett & Co Wealth Management
Ohio
$27.1K -$42.8K -600 -62%
BC
669
Bartlett & Co
Ohio
$27K -$42.8K -600 -62%
CT
670
Clearstead Trust
Maine
$25.7K – – –
HCM
671
Hollencrest Capital Management
California
$24K – – –
WAM
672
Worth Asset Management
Texas
$24K – – –
PCFFS
673
Pacific Center for Financial Services
California
$23.1K – – –
PAIM
674
Punch & Associates Investment Management
Minnesota
$22.5K – – –
FPB
675
First PREMIER Bank
South Dakota
$22K – – –
25 26
27
28 29