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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
701
Evanson Asset Management
California
$262K – – –
IP
702
Ignite Planners
California
$262K +$300K +2,570 New
MCM
703
Monarch Capital Management
Indiana
$260K -$11.7K -100 -4%
MC
704
Moors & Cabot
Massachusetts
$259K -$1.05K -9 -0.4%
IIC
705
Ironwood Investment Counsel
Arizona
$259K – – –
PCG
706
Private Capital Group
Connecticut
$257K -$19.6K -168 -7%
FFS
707
Founders Financial Securities
Maryland
$257K -$2.56K -22 -1%
NCM
708
Neumann Capital Management
California
$256K +$259K +2,222 New
KCM
709
Kendall Capital Management
Maryland
$253K -$15.4K -132 -6%
LWCFA
710
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K – – –
MWP
711
Madison Wealth Partners
Wisconsin
$252K +$21K +180 +9%
CWS
712
Cypress Wealth Services
California
$250K – – –
IBOK
713
Independence Bank of Kentucky
Kentucky
$247K -$13.1K -112 -5%
HNWA
714
Henrickson Nauta Wealth Advisors
Michigan
$247K +$292K +2,500 New
AT
715
Arden Trust
Delaware
$246K -$3.38K -29 -1%
WF
716
Welch & Forbes
Massachusetts
$245K – – –
FA
717
Fermata Advisors
California
$244K -$7.93K -68 -3%
CPSAC
718
Chas P. Smith & Associates (CPS)
Florida
$244K -$7.35K -63 -3%
EBSAM
719
Eubel Brady & Suttman Asset Management
Ohio
$244K – – –
WF
720
WoodTrust Financial
Wisconsin
$244K – – –
GLA
721
Great Lakes Advisors
Illinois
$243K – – –
NEWAS
722
N.E.W. Advisory Services
Wisconsin
$242K -$4.55K -39 -2%
ONST
723
Old North State Trust
North Carolina
$242K – – –
WP
724
WealthPLAN Partners
Nebraska
$241K +$281K +2,407 New
OC
725
Oakworth Capital
Alabama
$240K -$4.08K -35 -2%
27 28
29
30 31