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iShares S&P Mid-Cap 400 Growth ETF
IJK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
201
Financial Advocates Investment Management
Washington
$820K +$28K +540 +4%
9WM
202
9258 Wealth Management
Ohio
$818K – – –
LIA
203
LBMC Investment Advisors
Tennessee
$808K +$80.4K +1,548 +12%
BWA
204
BDO Wealth Advisors
Florida
$801K -$90.2K -1,736 -11%
BSB
205
Bangor Savings Bank
Maine
$798K – – –
CF
206
Centaurus Financial
California
$786K +$543K +10,456 +292%
PA
207
PFG Advisors
Arizona
$776K -$2.7K -52 -0.4%
PAI
208
Pittenger & Anderson Inc
Nebraska
$773K – – –
VFA
209
Voya Financial Advisors
Connecticut
$770K -$43.8K -844 -6%
CBN
210
Cadence Bank NA
Texas
$770K -$6.23K -120 -0.9%
PCG
211
Private Capital Group
Connecticut
$763K -$99.9K -1,924 -12%
DP
212
Dearborn Partners
Illinois
$759K +$15.6K +300 +2%
CAL
213
Capital Analysts LLC
Pennsylvania
$745K -$189K -3,648 -22%
IA
214
IFP Advisors
Florida
$745K -$37.4K -720 -5%
CFA
215
Carroll Financial Associates
North Carolina
$745K -$13.7K -264 -2%
SG
216
Somerset Group
Minnesota
$743K -$62.9K -1,212 -8%
PG
217
Patten Group
Tennessee
$730K -$20.8K -400 -3%
BOPW
218
Brandywine Oak Private Wealth
Pennsylvania
$728K – – –
MBT
219
Montecito Bank & Trust
California
$728K – – –
GT
220
Glenmede Trust
Pennsylvania
$727K -$29.1K -560 -4%
CWM
221
Connecticut Wealth Management
Connecticut
$725K +$345K +6,640 +55%
RMA
222
Roffman Miller Associates
Pennsylvania
$723K +$671K +12,916 New
FNBOSM
223
First National Bank of South Miami
Florida
$720K +$222K +4,284 +50%
CFGS
224
Concourse Financial Group Securities
Alabama
$714K -$43.8K -844 -6%
MGIA
225
Moneta Group Investment Advisors
Missouri
$712K -$3.38M -65,176 -84%
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9
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