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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
201
Trust Company of Vermont
Vermont
$707K +$60.3K +1,096 +7%
HCIA
202
Hochman Cole Investment Advisors
Illinois
$706K – – –
EIP
203
Ellis Investment Partners
Pennsylvania
$706K +$14.1K +256 +2%
CHA
204
Carmichael Hill & Associates
Maryland
$702K -$38.3K -696 -4%
AIP
205
Ameritas Investment Partners
Nebraska
$699K +$15.4K +280 +2%
PCG
206
Private Capital Group
Connecticut
$694K -$69.3K -1,260 -7%
GL
207
Graypoint LLC
New York
$694K +$856K +15,556 New
EDRIA
208
Edmonds Duncan Registered Investment Advisors
Kansas
$676K -$1.94M -35,304 -70%
VFA
209
Voya Financial Advisors
Connecticut
$666K -$1.17M -21,264 -59%
WWM
210
Windsor Wealth Management
Indiana
$666K +$84.1K +1,528 +11%
SF
211
Synovus Financial
Georgia
$663K +$116K +2,100 +16%
PA
212
PFG Advisors
Arizona
$662K -$450K -8,180 -37%
OCM
213
One Capital Management
California
$660K +$143K +2,600 +21%
HA
214
Harborview Advisors
Maine
$654K +$1.54K +28 +0.2%
MWM
215
Maltin Wealth Management
New Jersey
$648K -$168K -3,060 -17%
SFG
216
StrategIQ Financial Group
Indiana
$648K +$799K +14,528 New
SG
217
Somerset Group
Minnesota
$646K – – –
IA
218
IFP Advisors
Florida
$641K -$142K -2,584 -15%
BSB
219
Bangor Savings Bank
Maine
$636K -$16.5K -300 -2%
FAIM
220
Financial Advocates Investment Management
Washington
$629K +$2.2K +40 +0.3%
CBN
221
Cadence Bank NA
Texas
$619K -$18.9K -344 -2%
PAI
222
Pittenger & Anderson Inc
Nebraska
$616K – – –
CFGS
223
Concourse Financial Group Securities
Alabama
$606K -$21.8K -396 -3%
CFA
224
Carroll Financial Associates
North Carolina
$605K -$15.8K -288 -2%
SC
225
SouthState Corp
Florida
$605K – – –
7 8
9
10 11