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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
Montag & Associates
Georgia
$114K – – –
MSG
727
Main Street Group
Virginia
$113K +$9.51K +111 +10%
HCM
728
Horrell Capital Management
Arkansas
$111K – – –
BTI
729
Blue Trust Inc
Georgia
$110K +$23.3K +272 +29%
CPA
730
Cardiff Park Advisors
California
$109K – – –
SWP
731
SIMA Wealth Partners
Virginia
$109K – – –
SWP
732
Strategic Wealth Partners
Ohio
$106K +$100K +1,170 New
SIC
733
Salem Investment Counselors
North Carolina
$106K – – –
FCMT
734
Founders Capital Management (Texas)
Texas
$102K – – –
WAG
735
Windsor Advisory Group
Ohio
$97.9K – – –
ACA
736
Aptus Capital Advisors
Alabama
$92.2K +$9.25K +108 +12%
FP
737
Financial Perspectives
Minnesota
$91.9K +$16.8K +196 +24%
DF
738
Dunhill Financial
United Kingdom
$91.4K -$86 -1 -0.1%
TIM
739
Total Investment Management
Arizona
$89.5K +$84.3K +984 New
EPW
740
Evergreen Private Wealth
Colorado
$87.9K – – –
BFPW
741
BOK Financial Private Wealth
Colorado
$87.3K – – –
FWM
742
FSA Wealth Management
Massachusetts
$86.4K – – –
T
743
Tidemark
California
$84.1K -$23.5K -275 -23%
ST
744
Smithfield Trust
Pennsylvania
$83K – – –
MCM
745
Mill Capital Management
North Carolina
$81.9K -$25.7K -300 -25%
AG
746
AmeriFlex Group
Nevada
$81.7K +$52.4K +612 +210%
KPP
747
Kings Path Partners
Texas
$77.6K +$1.11K +13 +2%
GWSG
748
GPS Wealth Strategies Group
Colorado
$76.2K -$44.9K -524 -39%
KSWA
749
Kathleen S. Wright Associates
Pennsylvania
$75.7K – – –
MEG
750
Millstone Evans Group
Colorado
$75.2K – – –
28 29
30
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