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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
726
Parkside Financial Bank & Trust
Missouri
$240K +$1.05K +9 +0.4%
APW
727
Aurora Private Wealth
New Jersey
$239K -$29.9K -256 -11%
GC
728
Garde Capital
Washington
$239K – – –
WP
729
WealthSource Partners
California
$238K -$23.3K -200 -9%
CCA
730
Clearwater Capital Advisors
Illinois
$238K -$2.1K -18 -0.9%
MCM
731
Morton Capital Management
California
$237K +$240K +2,060 New
GIM
732
Goelzer Investment Management
Indiana
$236K -$8.98K -77 -4%
ECM
733
Evergreen Capital Management
Washington
$234K +$4.66K +40 +2%
WI
734
WrapManager Inc
California
$233K – – –
GCMG
735
Gyroscope Capital Management Group
Florida
$233K +$7.7K +66 +3%
BCM
736
Buckhead Capital Management
Georgia
$232K +$17K +146 +8%
HPWA
737
Hall Private Wealth Advisors
North Carolina
$230K -$125K -1,070 -35%
PP
738
Pegasus Partners
Wisconsin
$230K – – –
WPWM
739
Western Pacific Wealth Management
Illinois
$230K +$233K +2,000 New
TTWM
740
TCV Trust & Wealth Management
Virginia
$229K -$5.83K -50 -2%
WIC
741
Woodmont Investment Counsel
Tennessee
$229K – – –
MHWM
742
Montz Harcus Wealth Management
Louisiana
$229K +$232K +1,988 New
DWP
743
Destiny Wealth Partners
Florida
$228K – – –
WCM
744
Windsor Capital Management
Arizona
$228K – – –
HA
745
Harfst & Associates
Wyoming
$227K – – –
AIM
746
Arcadia Investment Management
Michigan
$226K – – –
WA
747
Wealth Alliance
New York
$226K +$229K +1,960 New
TCOV
748
Trust Company of Vermont
Vermont
$225K -$21.2K -182 -9%
SW
749
SteelPeak Wealth
California
$225K +$1.17K +10 +0.5%
SIS
750
Sound Income Strategies
Florida
$222K -$2.21K -19 -1%
28 29
30
31 32