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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
726
West Branch Capital
Massachusetts
$82.9K -$54.8K -608 -38%
EPW
727
Evergreen Private Wealth
Colorado
$80.4K -$18.5K -205 -18%
BFPW
728
BOK Financial Private Wealth
Colorado
$79.9K – – –
FWM
729
FSA Wealth Management
Massachusetts
$79.1K – – –
BTI
730
Blue Trust Inc
Georgia
$78.3K – – –
HH
731
HWG Holdings
Texas
$78K +$84.4K +937 New
ST
732
Smithfield Trust
Pennsylvania
$76K – – –
ACA
733
Aptus Capital Advisors
Alabama
$75.5K -$8.56K -95 -9%
KPP
734
Kings Path Partners
Texas
$70K – – –
MWA
735
Moser Wealth Advisors
Washington
$70K – – –
KSWA
736
Kathleen S. Wright Associates
Pennsylvania
$69.3K – – –
MEG
737
Millstone Evans Group
Colorado
$68.9K – – –
FP
738
Financial Perspectives
Minnesota
$67.8K -$21.4K -238 -23%
CIAS
739
Capital Investment Advisory Services
North Carolina
$64.2K – – –
FFA
740
Founders Financial Alliance
North Carolina
$62.9K +$90 +1 +0.1%
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$59.8K +$90 +1 +0.1%
RP
742
Rice Partnership
Hawaii
$57.8K – – –
WT
743
Washington Trust
Rhode Island
$56.6K – – –
YDMI
744
Y.D. More Investments
Israel
$56.6K – – –
CT
745
Caldwell Trust
Florida
$56.5K +$14.3K +159 +31%
TIM
746
Thompson Investment Management
Wisconsin
$54.6K – – –
FCAS
747
First Command Advisory Services
Texas
$53.1K -$44K -489 -43%
MIA
748
Milestone Investment Advisors
Wisconsin
$50.7K – – –
OFG
749
Oxford Financial Group
Indiana
$50K – – –
ANBT
750
American National Bank & Trust
Texas
$48.4K -$6.21K -69 -11%
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30
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