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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
176
Hanlon Investment Management
New Jersey
$380K +$389K +10,036 New
WSFS
177
Wilmington Savings Fund Society
Delaware
$379K – – –
ABC
178
Associated Banc-Corp
Wisconsin
$377K – – –
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$367K – – –
NFG
180
Next Financial Group
Texas
$364K +$373K +9,616 New
KTC
181
Kistler-Tiffany Companies
Pennsylvania
$361K -$18K -464 -5%
DC
182
Davenport & Co
Virginia
$357K – – –
OCM
183
One Capital Management
California
$347K +$11.6K +300 +3%
CBU
184
CIBC Bank USA
Illinois
$344K – – –
RJT
185
Raymond James Trust
Florida
$342K +$55.8K +1,440 +19%
HCA
186
Harbour Capital Advisors
Virginia
$338K – – –
SAM
187
Summit Asset Management
Tennessee
$320K – – –
HH
188
Hilltop Holdings
Texas
$319K – – –
SWM
189
SVA Wealth Management
Wisconsin
$317K – – –
BAC
190
Boys Arnold & Co
North Carolina
$314K – – –
KFA
191
Kelleher Financial Advisors
New York
$312K -$22.8K -588 -7%
BPCE
192
Bank Pictet & Cie (Europe)
Germany
$303K – – –
IH
193
IFC Holdings
Florida
$302K – – –
WCM
194
Wealthcare Capital Management
Virginia
$301K – – –
TSWM
195
Triangle Securities Wealth Management
North Carolina
$295K – – –
FHC
196
First Heartland Consultants
Missouri
$283K -$15.8K -408 -5%
CHC
197
City Holding Co
West Virginia
$279K – – –
VDI
198
Vaughan David Investments
Illinois
$276K – – –
EWM
199
Evercore Wealth Management
New York
$270K -$18.9K -488 -6%
B
200
Bailard
California
$263K +$270K +6,956 New
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8
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