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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$536K +$407K +9,952 +296%
AWM
202
Avior Wealth Management
Nebraska
$528K -$8.51K -208 -2%
BAS
203
Brown Advisory Securities
Maryland
$521K -$4.09K -100 -0.8%
SC
204
SouthState Corp
Florida
$515K +$28.3K +692 +6%
FIM
205
Freedom Investment Management
Connecticut
$505K -$14.2M -347,404 -97%
JWM
206
Jacobus Wealth Management
Wisconsin
$504K – – –
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$501K -$352K -8,608 -41%
WP
208
WMS Partners
Maryland
$485K – – –
PFPT
209
Pinnacle Financial Partners (Tennessee)
Tennessee
$484K +$492K +12,020 New
RMDI
210
R.M. Davis Inc
Maine
$483K – – –
WSFS
211
Wilmington Savings Fund Society
Delaware
$480K +$79.1K +1,932 +19%
EAM
212
Evanson Asset Management
California
$463K – – –
SAM
213
Summit Asset Management
Tennessee
$461K -$11.9K -292 -2%
KCM
214
Kanawha Capital Management
Virginia
$458K -$164K -4,000 -26%
HCA
215
Harbour Capital Advisors
Virginia
$456K – – –
NFG
216
Noven Financial Group
Colorado
$455K +$463K +11,312 New
LW
217
Linscomb Wealth
Texas
$451K -$14.2K -348 -3%
HS
218
Huntington Steele
Pennsylvania
$445K +$97.4K +2,380 +27%
AC
219
Alexandria Capital
Virginia
$440K -$9.82K -240 -2%
MG
220
Mather Group
Illinois
$439K +$182K +4,448 +69%
FCI
221
Financial Counselors Inc
Kansas
$436K – – –
SHWM
222
Smith & Howard Wealth Management
Georgia
$425K -$13.1K -320 -3%
MBT
223
Montecito Bank & Trust
California
$422K -$18K -440 -4%
KTC
224
Kistler-Tiffany Companies
Pennsylvania
$409K +$26.5K +648 +8%
IH
225
IFC Holdings
Florida
$396K +$74.3K +1,816 +23%
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9
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