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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
701
Bank of Jackson Hole Trust
Wyoming
$208K +$216K +2,290 New
FIB
702
First Interstate Bank
Montana
$208K – – –
LWM
703
Liberty Wealth Management
California
$208K +$188 +2 +0.1%
WWM
704
Wolff Wiese Magana
California
$208K – – –
BCI
705
Brinker Capital Investments
Pennsylvania
$206K +$5.84K +62 +3%
OPS
706
Orion Portfolio Solutions
Nebraska
$206K +$5.84K +62 +3%
SIAS
707
Summit Investment Advisory Services
Minnesota
$204K +$283 +3 +0.1%
GBWM
708
Granite Bay Wealth Management
New Hampshire
$204K +$212K +2,247 New
AIA
709
Arcadia Investment Advisors
Idaho
$204K – – –
FWTB
710
First Western Trust Bank
Colorado
$204K – – –
HCWM
711
Hidden Cove Wealth Management
Washington
$204K +$211K +2,240 New
KA
712
Klingman & Associates
New York
$204K -$5.65K -60 -3%
FFA
713
Fragasso Financial Advisors
Pennsylvania
$203K -$41.6K -442 -16%
JSW
714
Journey Strategic Wealth
New Jersey
$202K – – –
RFA
715
Register Financial Advisors
Georgia
$201K +$37K +393 +22%
GWA
716
GGM Wealth Advisors
Maryland
$201K +$208K +2,210 New
CCM
717
Colorado Capital Management
Colorado
$200K – – –
ADL
718
Asset Dedication LLC
California
$192K -$30.1K -320 -13%
CFD
719
Creative Financial Designs
Indiana
$181K -$4.71K -50 -2%
EWA
720
EverSource Wealth Advisors
Alabama
$181K +$36.1K +383 +24%
SNB
721
Security National Bank
Nebraska
$177K – – –
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K -$28.7K -305 -14%
NP
723
NorthRock Partners
Minnesota
$172K -$33.9K -360 -16%
VNA
724
Valley National Advisers
Pennsylvania
$167K – – –
PIP
725
Peachtree Investment Partners
Florida
$164K +$188 +2 +0.1%
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