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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
526
Oarsman Capital
Wisconsin
$226K +$207K +2,856 New
WF
527
Welch & Forbes
Massachusetts
$225K +$206K +2,846 New
RC
528
Rinet Company
Massachusetts
$225K +$207K +2,850 New
FAM
529
Formidable Asset Management
Ohio
$224K +$206K +2,840 New
9WM
530
9258 Wealth Management
Ohio
$222K +$204K +2,812 New
BWM
531
BT Wealth Management
Georgia
$220K +$202K +2,786 New
AT
532
Arden Trust
Delaware
$218K -$19.6K -270 -9%
BFA
533
Beacon Financial Advisory
Ohio
$218K +$201K +2,766 New
TC
534
Telemus Capital
Michigan
$217K – – –
SWM
535
SeaCrest Wealth Management
New York
$217K +$199K +2,748 New
OIA
536
OneDigital Investment Advisors
Kansas
$216K +$198K +2,732 New
HA
537
Harborview Advisors
Maine
$213K +$196K +2,698 New
CG
538
Caprock Group
Idaho
$213K +$196K +2,700 New
WI
539
WrapManager Inc
California
$211K +$193K +2,664 New
RSWM
540
Robertson Stephens Wealth Management
California
$209K +$192K +2,650 New
MAFM
541
Mid Atlantic Financial Management
Pennsylvania
$207K +$190K +2,624 New
MPW
542
MA Private Wealth
California
$206K -$669K -9,222 -78%
SYBT
543
Stock Yards Bank & Trust
Kentucky
$206K +$189K +2,600 New
BFA
544
Bragg Financial Advisors
North Carolina
$206K +$189K +2,610 New
ACM
545
AlphaStar Capital Management
North Carolina
$205K +$181K +2,496 New
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$188K +2,594 New
ECG
547
EPIQ Capital Group
California
$203K +$186K +2,562 New
CW
548
CreativeOne Wealth
Kansas
$202K +$185K +2,546 New
NNP
549
Nachman Norwood & Parrott
South Carolina
$200K +$184K +2,530 New
ACA
550
Aptus Capital Advisors
Alabama
$198K -$35K -482 -16%
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