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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
626
Institutional & Family Asset Management
Colorado
$31K – – –
LF
627
Lee Financial
Texas
$31K – – –
QAM
628
QCI Asset Management
New York
$31K – – –
PWM
629
Provident Wealth Management
Tennessee
$31K +$29.3K +400 New
OSAM
630
O'Shaughnessy Asset Management
Connecticut
$29K +$27.7K +378 New
BAMG
631
Brand Asset Management Group
Missouri
$28K – – –
TCOV
632
Trust Company of Vermont
Vermont
$28K – – –
IWP
633
IAG Wealth Partners
Wisconsin
$28K +$26.2K +358 New
VCP
634
Verus Capital Partners
Arizona
$27K +$26.1K +356 New
PFBT
635
Parkside Financial Bank & Trust
Missouri
$25K +$440 +6 +2%
CFFP
636
Center for Financial Planning
Michigan
$25K +$23.9K +326 New
BHWM
637
Bay Harbor Wealth Management
Maryland
$24K – – –
MF
638
Manchester Financial
California
$23K +$22.3K +304 New
ARMC
639
American Research & Management Company
Massachusetts
$22K – – –
BCI
640
Brinker Capital Investments
Pennsylvania
$22K – – –
EI
641
Ellevest Inc
New York
$21K – – –
RBC
642
Roble Belko & Company
Pennsylvania
$18K – – –
CWAF
643
Core Wealth Advisors (Florida)
Florida
$18K +$17.6K +240 New
CHAM
644
Clear Harbor Asset Management
Connecticut
$17.9K +$17.2K +234 New
GEA
645
Glen Eagle Advisors
New Jersey
$17.7K – – –
CCM
646
Cribstone Capital Management
Maine
$16K – – –
HGWM
647
Harvest Group Wealth Management
Massachusetts
$16K – – –
HI
648
Hudock Inc
Pennsylvania
$16K – – –
SIAS
649
Shine Investment Advisory Services
Colorado
$16K +$15.4K +210 New
GDP
650
Great Diamond Partners
Maine
$16K +$16.1K +220 New
24 25
26
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