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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
726
Windsor Advisory Group
Ohio
$98.2K – – –
DF
727
Dunhill Financial
United Kingdom
$98.1K – – –
PO
728
Private Ocean
California
$90.3K – – –
NCTC
729
New Covenant Trust Company
Indiana
$88.3K +$80.7K +968 New
WIC
730
Woodmont Investment Counsel
Tennessee
$87.8K +$80.2K +962 New
FWM
731
FSA Wealth Management
Massachusetts
$86.7K – – –
T
732
Tidemark
California
$86K -$2.25K -27 -3%
BTI
733
Blue Trust Inc
Georgia
$85.8K -$26.7K -320 -25%
ST
734
Smithfield Trust
Pennsylvania
$83K – – –
SWM
735
Sugarloaf Wealth Management
Georgia
$81K – – –
ACA
736
Aptus Capital Advisors
Alabama
$80.8K +$15.8K +189 +27%
BFPW
737
BOK Financial Private Wealth
Colorado
$79K +$18.9K +227 +36%
QC
738
Quent Capital
New York
$78.5K +$71.7K +860 New
CA
739
Crewe Advisors
Utah
$78.3K – – –
YDMI
740
Y.D. More Investments
Israel
$76.7K -$16.7K -200 -19%
MWA
741
Moser Wealth Advisors
Washington
$76.7K – – –
ANBT
742
American National Bank & Trust
Texas
$76.2K – – –
KSWA
743
Kathleen S. Wright Associates
Pennsylvania
$75.9K – – –
TAM
744
Townsend Asset Management
North Carolina
$75.7K – – –
IIL
745
Insight Inv LLC
California
$70.4K – – –
FCA
746
FinTrust Capital Advisors
South Carolina
$70.1K – – –
FFA
747
Founders Financial Alliance
North Carolina
$68.6K – – –
SMA
748
Sage Mountain Advisors
Georgia
$66.2K – – –
CIAS
749
Capital Investment Advisory Services
North Carolina
$65.7K -$2.92K -35 -5%
JGIA
750
Jackson Grant Investment Advisers
Connecticut
$65K +$167 +2 +0.3%
28 29
30
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