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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Parkshore Wealth Management
California
$244K +$111 +1 +0%
NRI
752
NFP Retirement Inc
California
$244K – – –
CFA
753
CWS Financial Advisors
Michigan
$243K +$111 +1 +0%
RBFC
754
Roman Butler Fullerton & Co
Missouri
$243K -$95.5K -860 -29%
PAW
755
Plan A Wealth
Nebraska
$243K -$2.44K -22 -1%
ACIM
756
Azimuth Capital Investment Management
Michigan
$238K – – –
LAM
757
Lewis Asset Management
California
$237K – – –
TL
758
Tradewinds LLC
North Carolina
$235K +$3.05M +27,442 New
AA
759
Aufman Associates
Pennsylvania
$234K – – –
LIM
760
Leavell Investment Management
Alabama
$232K +$220K +1,977 New
SB
761
Simmons Bank
Arkansas
$231K +$218K +1,964 New
WAG
762
Winthrop Advisory Group
Massachusetts
$231K +$218K +1,964 New
LWM
763
Liberty Wealth Management
California
$231K – – –
SHFA
764
SC&H Financial Advisors
Maryland
$230K +$218K +1,960 New
GP
765
GLR Partners
Maryland
$230K -$45.9K -413 -17%
FWA
766
FSM Wealth Advisors
Ohio
$229K +$217K +1,951 New
SNB
767
Security National Bank
Nebraska
$229K – – –
CWMS
768
Cannon Wealth Management Services
North Carolina
$227K +$215K +1,934 New
MIC
769
Means Investment Company
Maine
$227K +$215K +1,934 New
OPWM
770
Oakwell Private Wealth Management
Texas
$227K +$215K +1,932 New
GAM
771
Gemmer Asset Management
California
$227K +$214K +1,929 New
SFB
772
STAR Financial Bank
Indiana
$226K +$214K +1,926 New
FA
773
FC Advisory
Pennsylvania
$226K +$214K +1,926 New
NSG
774
Nalls Sherbakoff Group
Tennessee
$225K – – –
FHA
775
Flagship Harbor Advisors
Massachusetts
$224K +$212K +1,906 New
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31
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