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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
726
Wealth Preservation Advisors
Tennessee
$206K – – –
NP
727
Nilsine Partners
Colorado
$204K -$19.1K -198 -9%
IWC
728
Integrated Wealth Concepts
Massachusetts
$203K -$15.3M -158,703 -99%
QWM
729
Quadcap Wealth Management
Texas
$203K – – –
FWM
730
FFT Wealth Management
Pennsylvania
$203K – – –
PA
731
Procyon Advisors
Connecticut
$203K – – –
PAW
732
Plan A Wealth
Nebraska
$203K – – –
SIAS
733
Summit Investment Advisory Services
Minnesota
$202K -$2.6K -27 -1%
ADL
734
Asset Dedication LLC
California
$202K +$6.84K +71 +4%
NRI
735
NFP Retirement Inc
California
$201K +$200K +2,074 New
CFA
736
CWS Financial Advisors
Michigan
$201K +$199K +2,071 New
HIS
737
Harvest Investment Services
Illinois
$200K +$199K +2,065 New
LB
738
Legacy Bridge
Iowa
$198K +$13.8K +143 +8%
NWMP
739
Noble Wealth Management PBC
Colorado
$189K +$5.2K +54 +3%
SNB
740
Security National Bank
Nebraska
$189K – – –
NSG
741
Nalls Sherbakoff Group
Tennessee
$186K – – –
FDCDDQ
742
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K – – –
VNA
743
Valley National Advisers
Pennsylvania
$178K +$177K +1,842 New
CFO
744
CVA Family Office
Colorado
$175K – – –
IIM
745
IFC & Insurance Marketing
California
$174K +$173K +1,798 New
EWA
746
EverSource Wealth Advisors
Alabama
$174K – – –
FHA
747
Flagship Harbor Advisors
Massachusetts
$171K +$170K +1,761 New
HPC
748
HM Payson & Co
Maine
$166K – – –
WPA
749
West Paces Advisors
Georgia
$163K – – –
PB
750
Prosperity Bancshares
Texas
$155K +$154K +1,595 New
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30
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