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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
376
Ballentine Partners
Massachusetts
$329K – – –
SSWM
377
Smith Salley Wealth Management
North Carolina
$329K – – –
PFA
378
Pure Financial Advisors
California
$328K -$1.73K -24 -0.5%
BDF
379
Balasa Dinverno & Foltz
$326K +$532K +7,396 New
AIA
380
Armor Investment Advisors
North Carolina
$318K – – –
HIS
381
Horizon Investment Services
Indiana
$313K -$11.2K -156 -3%
ST
382
Smithfield Trust
Pennsylvania
$313K – – –
FA
383
FDx Advisors
Illinois
$312K -$293K -4,074 -48%
FNBOO
384
First National Bank of Omaha
Nebraska
$308K -$24.4K -340 -7%
BL
385
Balentine LLC
Georgia
$306K – – –
WPC
386
White Pine Capital
Minnesota
$300K -$9.34K -130 -3%
DWA
387
Dougherty Wealth Advisers
Minnesota
$299K -$303K -4,218 -50%
FSA
388
Financial Sense Advisors
California
$298K +$303K +4,220 New
RIM
389
Regent Investment Management
Kentucky
$297K -$766K -10,660 -72%
RBFC
390
Roman Butler Fullerton & Co
Missouri
$295K -$223K -3,100 -79%
GIM
391
Goelzer Investment Management
Indiana
$294K -$5.03K -70 -2%
UWPG
392
Ullmann Wealth Partners Group
Florida
$294K – – –
AWS
393
AJ Wealth Strategies
New York
$292K – – –
BWP
394
Baldwin Wealth Partners
Massachusetts
$291K -$84.2K -1,172 -22%
MC
395
Middleton & Co
Massachusetts
$290K – – –
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$289K – – –
CST
397
Charles Schwab Trust
Nevada
$287K +$295K +4,102 New
PP
398
PagnatoKarp Partners
Virginia
$286K – – –
PCMC
399
Private Capital Management (Colorado)
Colorado
$283K – – –
OC
400
Oakworth Capital
Alabama
$280K – – –
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16
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