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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
776
KWMG LLC
Kansas
$221K +$209K +1,880 New
RBC
777
Romano Brothers & Co
Illinois
$219K +$207K +1,868 New
PIM
778
Penobscot Investment Management
Massachusetts
$217K +$205K +1,850 New
VNA
779
Valley National Advisers
Pennsylvania
$216K – – –
CWM
780
Capstone Wealth Management
Montana
$215K +$204K +1,840 New
MCIA
781
Mountain Capital Investment Advisors
Colorado
$215K +$203K +1,829 New
MSFS
782
Main Street Financial Solutions
Pennsylvania
$215K +$203K +1,827 New
SW
783
SteelPeak Wealth
California
$212K +$201K +1,808 New
PEA
784
Park Edge Advisors
Ohio
$209K +$198K +1,781 New
FFS
785
Founders Financial Securities
Maryland
$208K +$196K +1,769 New
RDWM
786
Red Door Wealth Management
Tennessee
$207K +$196K +1,765 New
CWM
787
Cordatus Wealth Management
Pennsylvania
$207K -$282K -2,542 -59%
UAG
788
United Advisor Group
Ohio
$207K +$196K +1,761 New
SFS
789
Summit Financial Strategies
Ohio
$206K +$195K +1,753 New
PWP
790
Parkwoods Wealth Partners
New York
$206K +$194K +1,750 New
FAC
791
Financial Advisory Corporation
Michigan
$205K +$194K +1,744 New
MAG
792
M3 Advisory Group
Massachusetts
$205K +$194K +1,744 New
IA
793
IFC Advisors
California
$205K +$193K +1,741 New
RIS
794
Richmond Investment Services
Wisconsin
$205K -$167K -1,507 -46%
SFG
795
Sovereign Financial Group
Connecticut
$204K -$40.4K -364 -17%
KCM
796
Kanawha Capital Management
Virginia
$204K +$192K +1,733 New
CCM
797
Charter Capital Management
Wisconsin
$204K +$192K +1,732 New
ACM
798
Advisors Capital Management
New Jersey
$202K -$39.7K -357 -17%
BSI
799
Bennett Selby Investments
Maine
$202K +$191K +1,720 New
KWMG
800
King Wealth Management Group
Florida
$202K +$191K +1,723 New
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