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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
501
Dynamic Advisor Solutions
Arizona
$398K +$369K +3,875 New
BP
502
Ballentine Partners
Massachusetts
$390K -$381 -4 -0.1%
AW
503
ACG Wealth
Georgia
$389K – – –
PCMC
504
Private Capital Management (Colorado)
Colorado
$385K -$23.8K -250 -6%
WRF
505
Waddell & Reed Financial
Kansas
$384K +$356K +3,745 New
GIA
506
Gladstone Institutional Advisory
Florida
$383K -$571 -6 -0.2%
MC
507
Middleton & Co
Massachusetts
$380K – – –
LRPA
508
L. Roy Papp & Associates
Arizona
$380K +$95 +1 +0%
MA
509
MONECO Advisors
Connecticut
$379K +$95 +1 +0%
NEWAS
510
N.E.W. Advisory Services
Wisconsin
$379K +$352K +3,694 New
SCA
511
St. Clair Advisors
Ohio
$375K +$348K +3,658 New
HCM
512
Hollencrest Capital Management
California
$371K – – –
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$370K +$12.8K +134 +4%
CBT
514
Capital Bank & Trust
California
$370K +$343K +3,600 New
WPC
515
White Pine Capital
Minnesota
$364K – – –
GRP
516
Global Retirement Partners
California
$363K -$16.4K -172 -5%
NAS
517
Nicolet Advisory Services
Wisconsin
$362K -$52K -546 -13%
TP
518
Tranquility Partners
Tennessee
$360K +$1.14K +12 +0.3%
DI
519
DAGCO Inc
Ohio
$359K +$333K +3,495 New
CAAS
520
Capital Asset Advisory Services
Michigan
$358K -$32.4K -340 -9%
FEM
521
Fulcrum Equity Management
Texas
$358K +$332K +3,485 New
AWM
522
Avior Wealth Management
Nebraska
$356K +$79.3K +833 +32%
ZIM
523
Zacks Investment Management
Illinois
$356K +$91.9K +966 +39%
FWM
524
Fairhaven Wealth Management
Illinois
$355K +$56.9K +598 +21%
WLIM
525
White Lighthouse Investment Management
Massachusetts
$354K +$9.52K +100 +3%
19 20
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