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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
201
Linscomb Wealth
Texas
$550K +$136K +3,180 +32%
BTNA
202
Bremer Trust National Association
Minnesota
$543K +$549K +12,812 New
SSB
203
Sandy Spring Bank
Maryland
$532K +$442K +10,320 +462%
JWM
204
Jacobus Wealth Management
Wisconsin
$531K – – –
RMDI
205
R.M. Davis Inc
Maine
$520K – – –
SC
206
SouthState Corp
Florida
$513K -$14.9K -348 -3%
WP
207
WMS Partners
Maryland
$511K -$53.1K -1,240 -9%
FIM
208
Freedom Investment Management
Connecticut
$503K +$13.9K +324 +3%
CLOS
209
Compagnie Lombard Odier SCmA
Switzerland
$495K +$44.5K +1,040 +10%
BAS
210
Brown Advisory Securities
Maryland
$494K +$291K +6,796 +139%
BRWA
211
B. Riley Wealth Advisors
Florida
$488K -$38.7K -904 -7%
EAM
212
Evanson Asset Management
California
$487K +$44.4K +1,036 +10%
SAM
213
Summit Asset Management
Tennessee
$485K – – –
HCA
214
Harbour Capital Advisors
Virginia
$480K – – –
AC
215
Alexandria Capital
Virginia
$474K +$171 +4 +0%
FCI
216
Financial Counselors Inc
Kansas
$470K – – –
SHWM
217
Smith & Howard Wealth Management
Georgia
$461K -$142K -3,304 -23%
CCS
218
Crosspoint Capital Strategies
California
$452K -$6.17K -144 -1%
PFS
219
Prospera Financial Services
Texas
$448K -$3.77K -88 -0.8%
WSFS
220
Wilmington Savings Fund Society
Delaware
$424K +$85.5K +1,996 +25%
RJT
221
Raymond James Trust
Florida
$386K +$11.1K +260 +3%
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$384K – – –
CBU
223
CIBC Bank USA
Illinois
$372K – – –
OCM
224
One Capital Management
California
$364K +$171 +4 +0%
DC
225
Davenport & Co
Virginia
$361K +$37.7K +880 +12%
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