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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
176
Dana Investment Advisors
Wisconsin
$1.27M – – –
WP
177
WealthSource Partners
California
$1.22M +$1.18M +22,300 New
CW
178
Cobiz Wealth
Colorado
$1.2M +$160K +3,024 +16%
PFG
179
Pacific Financial Group
Washington
$1.19M +$37.2K +704 +3%
ASN
180
Advisory Services Network
Georgia
$1.19M -$41K -776 -3%
CB
181
Commerce Bank
Missouri
$1.18M -$20.7K -392 -2%
OWA
182
Outlook Wealth Advisors
Texas
$1.17M -$794K -15,048 -41%
SG
183
StoneX Group
New York
$1.16M +$38.6K +732 +4%
GT
184
Glenmede Trust
Pennsylvania
$1.13M -$38.6K -732 -3%
SBH
185
Segall Bryant & Hamill
Illinois
$1.11M – – –
TIA
186
Tiemann Investment Advisors
California
$1.09M +$70.9K +1,344 +7%
CA
187
Clearstead Advisors
Ohio
$1.09M -$28.9K -548 -3%
VDFA
188
Vickerman & Driscoll Financial Advisors
Washington
$1.08M -$21.7K -412 -2%
IB
189
Intrust Bank
Kansas
$1.07M -$84.7K -1,604 -8%
LFAS
190
Level Four Advisory Services
Texas
$1.04M -$257K -4,872 -20%
DP
191
Dearborn Partners
Illinois
$1.03M -$381K -7,220 -28%
PCG
192
Private Capital Group
Connecticut
$1.03M – – –
VF
193
Virtu Financial
New York
$1.02M +$981K +18,592 New
CPA
194
Capital Planning Advisors
California
$1.02M -$274K -5,188 -22%
HCIA
195
Hochman Cole Investment Advisors
Illinois
$998K – – –
RJT
196
Raymond James Trust
Florida
$997K +$90.8K +1,720 +10%
WC
197
Whitnell & Co
Illinois
$988K -$24.3K -460 -2%
PWAP
198
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$987K – – –
CFA
199
Carroll Financial Associates
North Carolina
$984K +$633 +12 +0.1%
GWM
200
Geneos Wealth Management
Colorado
$962K -$52.4K -992 -5%
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