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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
FOFP
651
Fee-Only Financial Planning
South Carolina
$213K – – –
NCTC
652
New Covenant Trust Company
Indiana
$212K +$230K +2,552 New
TCA
653
Trifecta Capital Advisors
Illinois
$212K – – –
MI
654
Moneywise Inc
Virginia
$210K +$270 +3 +0.1%
DIP
655
DT Investment Partners
Pennsylvania
$210K – – –
BSI
656
Bennett Selby Investments
Maine
$209K -$42.8K -475 -16%
SAM
657
Strive Asset Management
Ohio
$208K -$62.9K -698 -22%
SIC
658
Sterling Investment Counsel
New York
$207K +$224K +2,485 New
EW
659
Elyxium Wealth
California
$207K – – –
RIM
660
Rockbridge Investment Management
New York
$206K -$14.9K -165 -6%
LG
661
LaFleur & Godfrey
Michigan
$204K – – –
BOJHT
662
Bank of Jackson Hole Trust
Wyoming
$204K – – –
CD
663
Chapin Davis
Maryland
$204K – – –
BCI
664
Brinker Capital Investments
Pennsylvania
$202K +$14.9K +165 +7%
OPS
665
Orion Portfolio Solutions
Nebraska
$202K +$14.9K +165 +7%
SMC
666
Smith, Moore & Co
Missouri
$202K – – –
SWA
667
Strategies Wealth Advisors
Michigan
$201K – – –
ICM
668
IMS Capital Management
Oregon
$201K – – –
JEST
669
JTC Employer Solutions Trustee
Jersey
$196K – – –
CT
670
Clearstead Trust
Maine
$192K +$67.3K +747 +48%
WWM
671
Wolff Wiese Magana
California
$190K – – –
AIA
672
Arcadia Investment Advisors
Idaho
$187K – – –
NC
673
North Capital
Utah
$186K +$201K +2,228 New
NEWAS
674
N.E.W. Advisory Services
Wisconsin
$181K +$196K +2,179 New
NSG
675
Nalls Sherbakoff Group
Tennessee
$181K +$196K +2,176 New
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