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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
676
HBC Financial Services
Washington
$178K – – –
HFA
677
Hoover Financial Advisors
Pennsylvania
$177K -$75.5K -793 -32%
AIM
678
Acropolis Investment Management
Missouri
$177K – – –
PO
679
Private Ocean
California
$170K -$10.3K -108 -6%
1IA
680
1834 Investment Advisors
Wisconsin
$168K – – –
FCA
681
FinTrust Capital Advisors
South Carolina
$165K – – –
SCA
682
Stuart Chaussee & Associates
California
$164K – – –
KPCM
683
Kings Point Capital Management
New York
$163K – – –
DSC
684
Duncker Streett & Co
Missouri
$158K – – –
FHC
685
First Horizon Corporation
Tennessee
$158K +$21.9K +230 +18%
EK
686
Evensky & Katz
Florida
$154K +$95 +1 +0.1%
SIAG
687
Safeguard Investment Advisory Group
California
$153K +$142K +1,490 New
BFEC
688
Benjamin F. Edwards & Company
Missouri
$149K – – –
JWM
689
Janiczek Wealth Management
Colorado
$145K – – –
CHC
690
City Holding Co
West Virginia
$144K -$4.76K -50 -3%
LAS
691
Lloyd Advisory Services
Georgia
$143K -$13.4K -141 -9%
PCA
692
Providence Capital Advisors
North Carolina
$142K – – –
BBHC
693
Brown Brothers Harriman & Co
New York
$140K -$62.8K -660 -33%
RG
694
Retirement Group
California
$136K -$95 -1 -0.1%
PLU
695
Performa Ltd (US)
South Carolina
$134K -$271K -2,850 -69%
TC
696
Trust Company
Kansas
$125K – – –
TFS
697
TrustCore Financial Services
Tennessee
$123K – – –
PC
698
Permanens Capital
New York
$123K +$19K +200 +20%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$28.3K +297 +34%
PWA
700
Phoenix Wealth Advisors
North Carolina
$118K +$109K +1,146 New
26 27
28
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