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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
651
Plotkin Financial Advisors
Maryland
$243K – – –
BBNA
652
Bremer Bank National Association
Minnesota
$242K -$894 -10 -0.4%
MCM
653
MV Capital Management
Maryland
$242K – – –
PPWM
654
Paragon Private Wealth Management
Kentucky
$238K +$232K +2,592 New
FOFP
655
Fee-Only Financial Planning
South Carolina
$235K – – –
FCA
656
FinTrust Capital Advisors
South Carolina
$235K – – –
TCA
657
Trifecta Capital Advisors
Illinois
$234K – – –
SIC
658
Sterling Investment Counsel
New York
$233K -$7.96K -89 -3%
ACM
659
Alamar Capital Management
California
$233K – – –
LSAG
660
Lake Street Advisors Group
New Hampshire
$232K – – –
MI
661
Moneywise Inc
Virginia
$232K +$358 +4 +0.2%
DIP
662
DT Investment Partners
Pennsylvania
$232K – – –
SC
663
Sapient Capital
Indiana
$228K – – –
QWM
664
Quadcap Wealth Management
Texas
$228K – – –
EW
665
Elyxium Wealth
California
$228K +$222K +2,480 New
DC
666
Destiny Capital
Colorado
$226K +$221K +2,471 New
LG
667
LaFleur & Godfrey
Michigan
$225K – – –
CD
668
Chapin Davis
Maryland
$225K – – –
CFGS
669
Concourse Financial Group Securities
Alabama
$225K -$8.94K -100 -4%
SAM
670
Silvercrest Asset Management
New York
$224K -$1.88K -21 -0.9%
ONB
671
Old National Bancorp
Indiana
$224K +$218K +2,433 New
ADL
672
Asset Dedication LLC
California
$223K -$70.7K -791 -25%
SWA
673
Strategies Wealth Advisors
Michigan
$222K – – –
EFS
674
Essex Financial Services
Connecticut
$222K -$18.8K -210 -8%
BFS
675
Bradley Foster & Sargent
Connecticut
$221K – – –
25 26
27
28 29