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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
701
Financial Perspectives
Minnesota
$186K +$186K +2,208 +11,621%
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K – – –
TFS
703
TrustCore Financial Services
Tennessee
$178K -$19K -226 -10%
DIP
704
DT Investment Partners
Pennsylvania
$178K – – –
CA
705
Clearstead Advisors
Ohio
$177K – – –
OC
706
Oakworth Capital
Alabama
$174K – – –
GC
707
Garde Capital
Washington
$173K – – –
HCM
708
Hollencrest Capital Management
California
$163K +$164K +1,946 New
BA
709
Ballast Advisors
Minnesota
$159K – – –
WAG
710
Windsor Advisory Group
Ohio
$159K +$160K +1,906 New
HBT
711
Hills Bank & Trust
Iowa
$153K +$10.9K +130 +8%
ASBI
712
American State Bank (Iowa)
Iowa
$152K – – –
MCM
713
Mill Capital Management
North Carolina
$152K – – –
BL
714
Balentine LLC
Georgia
$150K – – –
SIC
715
Salem Investment Counselors
North Carolina
$150K – – –
OWA
716
One Wealth Advisors
California
$149K +$150K +1,778 New
AIA
717
Arcadia Investment Advisors
Idaho
$147K -$34.5K -410 -19%
BFPW
718
BOK Financial Private Wealth
Colorado
$147K – – –
MMG
719
Monetary Management Group
Missouri
$146K -$252K -3,000 -63%
JWM
720
Janiczek Wealth Management
Colorado
$145K – – –
HFS
721
HBC Financial Services
Washington
$142K – – –
EDRH
722
Edmond de Rothschild Holding
Switzerland
$139K – – –
SWM
723
Sugarloaf Wealth Management
Georgia
$139K – – –
AIM
724
Acropolis Investment Management
Missouri
$131K – – –
FCA
725
FinTrust Capital Advisors
South Carolina
$131K – – –
27 28
29
30 31