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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
176
Spectrum Asset Management (California)
California
$1.28M -$44.2K -800 -3%
DIA
177
Dana Investment Advisors
Wisconsin
$1.28M -$521K -9,424 -29%
TA
178
Townsend & Associates
Colorado
$1.26M +$95.3K +1,724 +8%
MCTIC
179
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.21M – – –
SS
180
Sunbelt Securities
Texas
$1.21M -$48.2K -872 -4%
FCBT
181
First Citizens Bank & Trust
North Carolina
$1.21M +$16.6K +300 +1%
PFS
182
Prospera Financial Services
Texas
$1.2M +$918K +16,608 +312%
CPA
183
Capital Planning Advisors
California
$1.19M – – –
MIH
184
Meitav Investment House
Israel
$1.18M +$1.22M +22,000 New
CA
185
Clearstead Advisors
Ohio
$1.15M -$913K -16,512 -44%
AIM
186
Advantage Investment Management
Iowa
$1.13M -$5.07M -91,640 -82%
TW
187
Transform Wealth
Colorado
$1.13M +$40.5K +732 +4%
VDFA
188
Vickerman & Driscoll Financial Advisors
Washington
$1.09M +$19.9K +360 +2%
SG
189
Somerset Group
Minnesota
$1.07M -$52.2K -944 -5%
CBN
190
Cadence Bank NA
Texas
$1.07M -$24.8K -448 -2%
TIA
191
Tiemann Investment Advisors
California
$1.05M +$8.85K +160 +0.8%
CB
192
Commerce Bank
Missouri
$1.02M -$9.95K -180 -1%
HCIA
193
Hochman Cole Investment Advisors
Illinois
$1.02M – – –
GWM
194
Geneos Wealth Management
Colorado
$1.01M -$49.8K -900 -5%
CAL
195
Capital Analysts LLC
Pennsylvania
$1M -$59.7K -1,080 -6%
BHWM
196
Bar Harbor Wealth Management
New Hampshire
$983K -$20.1K -364 -2%
RJT
197
Raymond James Trust
Florida
$971K -$373K -6,744 -27%
PCG
198
Private Capital Group
Connecticut
$962K -$41.4K -748 -4%
GT
199
Glenmede Trust
Pennsylvania
$953K – – –
PWS
200
Paragon Wealth Strategies
Florida
$938K -$74.1K -1,340 -7%
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