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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
326
Balasa Dinverno & Foltz
$288K -$80.8K -1,294 -18%
AEPG
327
American Economic Planning Group
New Jersey
$287K – – –
OC
328
Oarsman Capital
Wisconsin
$284K -$22.7K -364 -7%
PA
329
Parallel Advisors
California
$280K – – –
RIS
330
Retirement Income Solutions
Michigan
$280K +$19.1K +306 +7%
IWC
331
Integrated Wealth Concepts
Massachusetts
$279K -$3.62K -58 -1%
NEPWA
332
New England Private Wealth Advisors
Massachusetts
$278K +$500 +8 +0.2%
AIA
333
Armor Investment Advisors
North Carolina
$277K – – –
BBHC
334
Brown Brothers Harriman & Co
New York
$276K -$50K -800 -15%
AWA
335
Arete Wealth Advisors
Illinois
$273K -$8.37K -134 -3%
CCM
336
Coldstream Capital Management
Washington
$265K – – –
GIM
337
Goelzer Investment Management
Indiana
$265K +$9.99K +160 +4%
UWPG
338
Ullmann Wealth Partners Group
Florida
$256K -$16.6K -266 -6%
BCM
339
Bourgeon Capital Management
Connecticut
$253K – – –
BAM
340
Berkshire Asset Management
Pennsylvania
$253K +$7.24K +116 +3%
OAM
341
Oppenheimer Asset Management
New York
$252K -$14.6K -234 -5%
HA
342
Harborview Advisors
Maine
$248K -$18.7K -300 -7%
CWS
343
Cypress Wealth Services
California
$247K – – –
CCMG
344
Clark Capital Management Group
Pennsylvania
$246K -$21.2K -340 -8%
FHA
345
Flagship Harbor Advisors
Massachusetts
$245K +$14.5K +232 +6%
OA
346
Oxbow Advisors
Texas
$243K – – –
BFS
347
Bradley Foster & Sargent
Connecticut
$243K +$247K +3,958 New
HSA
348
HBK Sorce Advisory
Pennsylvania
$241K – – –
MC
349
Middleton & Co
Massachusetts
$240K -$37.5K -600 -13%
SCA
350
Sage Capital Advisors
South Dakota
$229K – – –
12 13
14
15 16