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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
301
Balasa Dinverno & Foltz
$349K +$176K +2,986 +69%
OC
302
Oakworth Capital
Alabama
$346K – – –
RJT
303
Raymond James Trust
Florida
$340K -$2.59K -44 -0.8%
FLA
304
Financial Life Advisors
Texas
$340K +$331K +5,632 New
RCAG
305
Rehmann Capital Advisory Group
Michigan
$339K +$64.3K +1,094 +24%
PFA
306
Pathway Financial Advisors
Vermont
$338K +$329K +5,600 New
MM
307
Meridian Management
Arkansas
$329K -$2.35K -40 -0.7%
WI
308
WBI Investments
New Jersey
$328K +$320K +5,444 New
LC
309
LCNB Corp
Ohio
$325K – – –
FT
310
Fiduciary Trust
Massachusetts
$324K – – –
BBHC
311
Brown Brothers Harriman & Co
New York
$319K – – –
MWAC
312
Mariner Wealth Advisors (Cincinnati)
Ohio
$319K +$53.5K +910 +21%
ORI
313
Oak Ridge Investments
Illinois
$319K +$310K +5,282 New
VWA
314
V Wealth Advisors
Kansas
$317K -$18.8K -320 -6%
LI
315
LVZ Inc
Michigan
$315K +$75.6K +1,286 +33%
CM
316
Castleark Management
Illinois
$314K – – –
BP
317
Broadleaf Partners
Ohio
$313K +$305K +5,196 New
BWP
318
Baldwin Wealth Partners
Massachusetts
$312K – – –
RIM
319
Regent Investment Management
Kentucky
$311K – – –
OC
320
Oarsman Capital
Wisconsin
$300K -$10.1K -172 -3%
CS
321
Comerica Securities
Michigan
$299K -$2.7K -46 -0.9%
RMDI
322
R.M. Davis Inc
Maine
$299K – – –
IWC
323
Integrated Wealth Concepts
Massachusetts
$294K +$277K +4,712 New
PWM
324
Perigon Wealth Management
California
$293K – – –
WTC
325
WhitTier Trust Company
Nevada
$293K – – –
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