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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
Baystate Wealth Management
Massachusetts
$20.3K – – –
FCG
752
Financial Connections Group
California
$19K +$17.6K +240 New
BWL
753
Bogart Wealth LLC
Virginia
$16.5K – – –
CCMI
754
Creative Capital Management Investments
California
$16.2K – – –
AWM
755
Atticus Wealth Management
Florida
$14.9K – – –
HWA
756
HHM Wealth Advisors
Tennessee
$14.6K – – –
PWA
757
Provenance Wealth Advisors
Florida
$14.4K +$13.4K +182 New
TIM
758
Tortoise Investment Management
New York
$14.3K – – –
NSIM
759
North Star Investment Management
Illinois
$13.8K – – –
RWM
760
Ruedi Wealth Management
Illinois
$13.6K +$12.6K +172 New
POIA
761
Pin Oak Investment Advisors
Texas
$13K – – –
MPCG
762
Matrix Private Capital Group
New York
$12.7K – – –
PSB
763
Piscataqua Savings Bank
New Hampshire
$12.7K – – –
GG
764
Gleason Group
Kentucky
$12.1K +$73 +1 +0.7%
PIS
765
POM Investment Strategies
North Carolina
$10.9K +$10.1K +137 New
SC
766
Stephens Consulting
Michigan
$10.8K – – –
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$10.5K +$9.69K +132 New
CBT
768
CoreFirst Bank & Trust
Kansas
$10.5K – – –
KFS
769
Kelly Financial Services
Massachusetts
$10.4K +$73 +1 +0.8%
CMBA
770
C.M. Bidwell & Associates
Hawaii
$9.82K – – –
CWM
771
CarsonAllaria Wealth Management
Illinois
$8.75K +$73 +1 +0.9%
PP
772
Pacifica Partners
Canada
$8.42K – – –
BA
773
Ballast Advisors
Minnesota
$7.92K – – –
FUBT
774
First United Bank & Trust
Maryland
$7.84K +$7.26K +99 New
TC
775
Trust Company
Kansas
$7.61K – – –
29 30
31
32 33