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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
551
Oxford Financial Group
Indiana
$778K – – –
RWM
552
Rockwood Wealth Management
Pennsylvania
$776K -$1.13K -8 -0.1%
AIM
553
Allen Investment Management
New York
$775K – – –
RPC
554
Rossmore Private Capital
Connecticut
$773K – – –
RT
555
Rockland Trust
Massachusetts
$772K +$20.8K +147 +3%
RIS
556
Retirement Income Solutions
Michigan
$771K – – –
NB
557
NBT Bank
New York
$770K – – –
NFG
558
Nations Financial Group
Iowa
$765K +$16.3K +115 +2%
PFA
559
Pure Financial Advisors
California
$758K -$94.1K -666 -11%
IAG
560
Investmark Advisory Group
Connecticut
$758K -$11.3K -80 -1%
RTL
561
Red Tortoise LLC
Georgia
$756K – – –
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$754K +$115K +813 +18%
CAL
563
Capital Analysts LLC
Pennsylvania
$753K -$173K -1,225 -19%
WLPWM
564
Walled Lake Planning & Wealth Management
Illinois
$753K +$28K +198 +4%
GC
565
Guidance Capital
Kentucky
$753K -$44.9K -318 -6%
QCM
566
QRG Capital Management
Illinois
$752K -$218K -1,543 -23%
JFG
567
Jefferies Financial Group
New York
$743K +$737K +5,217 New
MM
568
Meridian Management
Arkansas
$741K – – –
RA
569
Ruggaard & Associates
Ohio
$741K – – –
FWTB
570
First Western Trust Bank
Colorado
$740K -$87.8K -621 -11%
OAM
571
Oppenheimer Asset Management
New York
$740K +$377K +2,667 +106%
CCMG
572
Clark Capital Management Group
Pennsylvania
$738K +$178K +1,261 +32%
LTI
573
Laffer Tengler Investments
Tennessee
$737K +$732K +5,178 New
OE
574
October Effect
Virginia
$737K +$26.6K +188 +4%
OL
575
Owen LaRue
Kentucky
$734K +$565 +4 +0.1%
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