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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
176
Evanson Asset Management
California
$393K +$377K +10,452 New
BPCE
177
Bank Pictet & Cie (Europe)
Germany
$383K +$368K +10,200 New
MIM
178
Marco Investment Management
Georgia
$379K – – –
WSFS
179
Wilmington Savings Fund Society
Delaware
$376K -$22.5K -624 -6%
MG
180
Mather Group
Illinois
$371K +$357K +9,888 New
DC
181
Davenport & Co
Virginia
$365K -$7.21K -200 -2%
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$364K +$350K +9,692 New
BOTW
183
Bank of the West
California
$357K – – –
BRWA
184
B. Riley Wealth Advisors
Florida
$352K -$14.3K -396 -4%
CK
185
Carnick & Kubik
Colorado
$351K +$337K +9,356 New
FFA
186
First Foundation Advisors
California
$350K +$24.5K +680 +8%
HCA
187
Harbour Capital Advisors
Virginia
$335K – – –
MBT
188
Montecito Bank & Trust
California
$332K +$106K +2,940 +50%
KFA
189
Kelleher Financial Advisors
New York
$322K – – –
HH
190
Hilltop Holdings
Texas
$317K – – –
SAM
191
Summit Asset Management
Tennessee
$317K – – –
SWM
192
SVA Wealth Management
Wisconsin
$314K +$302K +8,372 New
WCM
193
Wealthcare Capital Management
Virginia
$305K – – –
PFBT
194
Parkside Financial Bank & Trust
Missouri
$305K +$41K +1,136 +16%
KA
195
Kovack Advisors
Florida
$305K +$293K +8,116 New
IH
196
IFC Holdings
Florida
$298K +$2.02K +56 +0.7%
TSWM
197
Triangle Securities Wealth Management
North Carolina
$293K -$57.7K -1,600 -17%
RJT
198
Raymond James Trust
Florida
$286K -$40.5K -1,124 -13%
EWM
199
Evercore Wealth Management
New York
$286K – – –
HJA
200
Hugh Johnson Advisors
New York
$283K +$13K +360 +5%
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