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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$273K – – –
UWPG
327
Ullmann Wealth Partners Group
Florida
$271K – – –
GIM
328
Goelzer Investment Management
Indiana
$269K -$3.9K -62 -1%
AWS
329
AJ Wealth Strategies
New York
$262K -$118K -1,874 -31%
BCM
330
Bourgeon Capital Management
Connecticut
$260K – – –
FHA
331
Flagship Harbor Advisors
Massachusetts
$259K – – –
CWS
332
Cypress Wealth Services
California
$254K – – –
BFS
333
Bradley Foster & Sargent
Connecticut
$251K – – –
OA
334
Oxbow Advisors
Texas
$251K – – –
GRP
335
Global Retirement Partners
California
$251K +$26.6K +422 +12%
HSA
336
HBK Sorce Advisory
Pennsylvania
$250K +$1.13K +18 +0.5%
MC
337
Middleton & Co
Massachusetts
$247K – – –
CF
338
Centaurus Financial
California
$243K +$241K +3,832 New
VAM
339
Visionary Asset Management
Texas
$243K +$241K +3,832 New
RCAG
340
Rehmann Capital Advisory Group
Michigan
$243K -$128K -2,040 -35%
SCA
341
Sage Capital Advisors
South Dakota
$236K – – –
OAM
342
Oppenheimer Asset Management
New York
$235K -$25.1K -398 -10%
CCMG
343
Clark Capital Management Group
Pennsylvania
$234K -$19K -302 -8%
CT
344
Cambridge Trust
Massachusetts
$233K – – –
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$232K – – –
ST
346
Smithfield Trust
Pennsylvania
$232K +$61.8K +982 +37%
HCM
347
Hollencrest Capital Management
California
$228K – – –
NAM
348
NTV Asset Management
West Virginia
$228K – – –
HFA
349
High Falls Advisors
New York
$226K – – –
NWM
350
Northwest Wealth Management
Iowa
$226K – – –
12 13
14
15 16