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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
776
SIMA Wealth Partners
Virginia
$110K – – –
FCMT
777
Founders Capital Management (Texas)
Texas
$109K – – –
TBFA
778
Three Bearings Fiduciary Advisors
New Hampshire
$108K +$103K +1,074 New
WAG
779
Windsor Advisory Group
Ohio
$104K – – –
DFA
780
DHJJ Financial Advisors
Illinois
$103K – – –
BFPW
781
BOK Financial Private Wealth
Colorado
$100K – – –
DF
782
Dunhill Financial
United Kingdom
$97.4K – – –
RFA
783
Register Financial Advisors
Georgia
$96.9K – – –
SIS
784
Sound Income Strategies
Florida
$96.8K +$52K +540 +136%
AF
785
Aviso Financial
Ontario, Canada
$91.2K -$460K -4,781 -84%
BW
786
Basepoint Wealth
Iowa
$89.4K +$88.8K +922 New
ST
787
Smithfield Trust
Pennsylvania
$89K – – –
ACA
788
Aptus Capital Advisors
Alabama
$88.1K -$10.1K -105 -10%
MCM
789
Mill Capital Management
North Carolina
$87.2K – – –
ETS
790
ESL Trust Services
New York
$87K +$86.5K +898 New
RWM
791
Rialto Wealth Management
New York
$85.3K +$84.7K +880 New
KPP
792
Kings Path Partners
Texas
$81.4K – – –
SAM
793
Smartleaf Asset Management
Massachusetts
$80.9K +$32.7K +340 +70%
TAM
794
Townsend Asset Management
North Carolina
$80.4K – – –
MEG
795
Millstone Evans Group
Colorado
$80.1K – – –
CIAS
796
Capital Investment Advisory Services
North Carolina
$74.7K – – –
MA
797
Modus Advisors
Minnesota
$74K +$73.6K +764 New
GMA
798
Glassy Mountain Advisors
Maryland
$72.7K +$193 +2 +0.3%
RFP
799
Root Financial Partners
California
$71.4K -$20.7K -215 -23%
JFGIW
800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.3K +$15.5K +161 +28%
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