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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
751
McDonald Partners
Ohio
$258K – – –
SFS
752
Stiles Financial Services
Minnesota
$258K – – –
YWM
753
Yardley Wealth Management
Pennsylvania
$258K +$246K +2,200 New
DIP
754
DT Investment Partners
Pennsylvania
$258K – – –
BCG
755
Breakwater Capital Group
New Jersey
$257K +$3.24K +29 +1%
SJGA
756
Stephen J. Garry & Associates
New York
$257K – – –
PCMC
757
Private Capital Management (Colorado)
Colorado
$256K -$126K -1,124 -34%
SIA
758
Schechter Investment Advisors
Michigan
$256K – – –
AWMG
759
Alliance Wealth Management Group
New Jersey
$253K +$241K +2,156 New
CW
760
CIC Wealth
Maryland
$251K – – –
EBSAM
761
Eubel Brady & Suttman Asset Management
Ohio
$249K – – –
BFW
762
Brady Family Wealth
Missouri
$248K – – –
AIA
763
Arbor Investment Advisors
North Carolina
$247K – – –
CA
764
CGN Advisors
Kansas
$246K -$15.5K -139 -6%
BFM
765
Broadview Financial Management
Wisconsin
$246K +$234K +2,094 New
1CP
766
17 Capital Partners
Arizona
$245K – – –
KIG
767
Kowal Investment Group
Wisconsin
$245K +$233K +2,088 New
CAM
768
Cozad Asset Management
Illinois
$245K – – –
BMCM
769
Bryn Mawr Capital Management
Pennsylvania
$244K – – –
RIM
770
Rockbridge Investment Management
New York
$243K -$23.5K -210 -9%
GC
771
Garde Capital
Washington
$243K – – –
IA
772
Insight Advisors
Pennsylvania
$243K +$112 +1 +0%
KAS
773
KPP Advisory Services
Kentucky
$242K – – –
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$241K – – –
FWMM
775
Foundation Wealth Management (Missouri)
Missouri
$241K – – –
29 30
31
32 33