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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
651
Caldwell Trust
Florida
$246K – – –
MWM
652
McNaughton Wealth Management
California
$245K – – –
BTWM
653
Baker Tilly Wealth Management
Wisconsin
$243K – – –
NEWAS
654
N.E.W. Advisory Services
Wisconsin
$241K – – –
FIM
655
Fernwood Investment Management
Massachusetts
$240K – – –
YIA
656
YHB Investment Advisors
Connecticut
$240K – – –
HWM
657
HB Wealth Management
Georgia
$238K +$233K +2,613 New
DIA
658
Dana Investment Advisors
Wisconsin
$237K – – –
NHC
659
Nicholas Hoffman & Company
Georgia
$237K – – –
PVAMC
660
PPS&V Asset Management Consultants
Michigan
$237K -$49K -549 -17%
CG
661
Caprock Group
Idaho
$234K – – –
NAS
662
NWF Advisory Services
California
$234K +$216K +2,420 New
AWA
663
Arete Wealth Advisors
Illinois
$233K +$229K +2,563 New
TA
664
TrueWealth Advisors
Alabama
$232K – – –
CS
665
Comerica Securities
Michigan
$232K -$424K -4,752 -65%
SC
666
Scotia Capital
Ontario, Canada
$232K +$5K +56 +2%
CFA
667
Cahill Financial Advisors
Minnesota
$228K +$178 +2 +0.1%
HNWA
668
Henrickson Nauta Wealth Advisors
Michigan
$228K – – –
SSWM
669
Sheets Smith Wealth Management
North Carolina
$228K – – –
RWA
670
Redhawk Wealth Advisors
Minnesota
$226K +$357 +4 +0.2%
CA
671
CGN Advisors
Kansas
$225K -$10.4K -117 -5%
WA
672
Wealth Alliance
New York
$225K -$304K -3,406 -58%
WFA
673
Websterrogers Financial Advisors
South Carolina
$223K – – –
MWAM
674
Manhattan West Asset Management
California
$222K +$218K +2,441 New
SCA
675
Snowden Capital Advisors
New York
$222K -$706K -7,912 -76%
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