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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
776
S.A. Mason
Michigan
$134K – – –
PP
777
PFS Partners
New Jersey
$134K – – –
WA
778
Walsh & Associates
Florida
$133K – – –
BFPW
779
BOK Financial Private Wealth
Colorado
$133K +$29.6K +288 +28%
HCM
780
Horrell Capital Management
Arkansas
$123K – – –
KTC
781
Kentucky Trust Company
Kentucky
$123K – – –
CPA
782
Cardiff Park Advisors
California
$121K – – –
SWP
783
Strategic Wealth Partners
Ohio
$118K – – –
MA
784
Montag & Associates
Georgia
$118K – – –
SIC
785
Salem Investment Counselors
North Carolina
$117K +$120K +1,167 New
SWP
786
SIMA Wealth Partners
Virginia
$114K – – –
FCMT
787
Founders Capital Management (Texas)
Texas
$113K – – –
MSG
788
Main Street Group
Virginia
$111K +$113K +1,100 New
DF
789
Dunhill Financial
United Kingdom
$109K +$8.22K +80 +8%
WAG
790
Windsor Advisory Group
Ohio
$108K – – –
TBFA
791
Three Bearings Fiduciary Advisors
New Hampshire
$108K – – –
OCWP
792
Owl Creek Wealth Partners
Colorado
$108K +$110K +1,071 New
DFA
793
DHJJ Financial Advisors
Illinois
$107K – – –
RFA
794
Register Financial Advisors
Georgia
$106K +$5.45K +53 +5%
EPW
795
Evergreen Private Wealth
Colorado
$104K +$106K +1,030 New
PIS
796
POM Investment Strategies
North Carolina
$99.7K -$2.23M -21,723 -96%
LCA
797
Legend Capital Advisors
New York
$94.6K +$96.6K +940 New
ACA
798
Aptus Capital Advisors
Alabama
$91.6K – – –
ST
799
Smithfield Trust
Pennsylvania
$91K – – –
MCM
800
Mill Capital Management
North Carolina
$90.6K – – –
30 31
32
33 34