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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
451
Baldwin Wealth Partners
Massachusetts
$322K – – –
CAM
452
Cresset Asset Management
Illinois
$322K +$296K +4,076 New
CAAS
453
Capital Asset Advisory Services
Michigan
$321K – – –
TCBWMS
454
Texas Capital Bank Wealth Management Services
Texas
$320K -$14.5K -200 -5%
MIA
455
MainStreet Investment Advisors
Illinois
$319K -$20.3K -280 -6%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$319K -$20.3K -280 -6%
IFG
457
Independent Financial Group
California
$319K +$22.5K +310 +8%
AP
458
Adero Partners
California
$316K – – –
PCMC
459
Private Capital Management (Colorado)
Colorado
$316K – – –
HSA
460
HBK Sorce Advisory
Pennsylvania
$312K +$1.16K +16 +0.4%
NFC
461
Northeast Financial Consultants
Connecticut
$312K +$29K +400 +11%
PFA
462
Pure Financial Advisors
California
$311K -$29.3K -404 -9%
DWM
463
Darwin Wealth Management
Florida
$309K +$284K +3,916 New
BP
464
Ballentine Partners
Massachusetts
$301K -$31K -428 -10%
BSW
465
Buckingham Strategic Wealth
Missouri
$297K -$289K -3,988 -51%
CPO
466
Cerity Partners OCIO
New York
$297K +$273K +3,762 New
SCA
467
Sage Capital Advisors
South Dakota
$295K – – –
MC
468
Middleton & Co
Massachusetts
$293K – – –
LRPA
469
L. Roy Papp & Associates
Arizona
$293K +$290 +4 +0.1%
AW
470
ACG Wealth
Georgia
$292K -$1.37M -18,840 -84%
ST
471
Smithfield Trust
Pennsylvania
$290K -$55K -758 -17%
WJWM
472
Williams Jones Wealth Management
New York
$290K +$266K +3,662 New
IAIM
473
International Assets Investment Management
Florida
$288K -$42.8K -590 -14%
IWS
474
Insight Wealth Strategies
California
$287K -$135K -1,858 -34%
BBA
475
BLB&B Advisors
Pennsylvania
$286K – – –
17 18
19
20 21