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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
651
LJI Wealth Management
Indiana
$254K +$256K +3,037 New
EL
652
EMFO LLC
Florida
$250K – – –
PWP
653
Perfromance Wealth Partners
Illinois
$249K – – –
WLPWM
654
Walled Lake Planning & Wealth Management
Illinois
$247K +$5.64K +67 +2%
DWT
655
Dorsey & Whitney Trust
South Dakota
$247K – – –
SPWG
656
Syntegra Private Wealth Group
Missouri
$247K +$248K +2,950 New
RIM
657
Regent Investment Management
Kentucky
$242K – – –
DJYG
658
David J. Yvars Group
Florida
$241K – – –
PP
659
Prosperity Planning
Missouri
$241K – – –
FLPIM
660
F.L. Putnam Investment Management
Massachusetts
$239K -$6.57K -78 -3%
KL
661
KilterHowling LLC
Colorado
$238K +$1.18K +14 +0.5%
FFC
662
First Financial Corp
Indiana
$237K – – –
SRC
663
Sage Rhino Capital
California
$235K – – –
CPSAC
664
Chas P. Smith & Associates (CPS)
Florida
$232K +$234K +2,778 New
MFA
665
Mayflower Financial Advisors
Massachusetts
$231K +$233K +2,763 New
BB
666
Busey Bank
Illinois
$231K – – –
VF
667
VitalStone Financial
Texas
$230K +$232K +2,759 New
PCM
668
Parsons Capital Management
Rhode Island
$228K -$5.72K -68 -2%
SWM
669
SeaCrest Wealth Management
New York
$227K – – –
CT
670
Caldwell Trust
Florida
$226K -$171K -2,026 -43%
MWM
671
McNaughton Wealth Management
California
$225K -$66.7K -793 -23%
VWA
672
Visionary Wealth Advisors
Illinois
$224K -$15.9K -189 -7%
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$223K -$26.3K -313 -10%
WCM
674
Windsor Capital Management
Arizona
$222K +$223K +2,653 New
NEWAS
675
N.E.W. Advisory Services
Wisconsin
$221K – – –
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