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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
776
Bluesphere Advisors
Pennsylvania
$201K +$203K +1,745 New
MCM
777
Mengis Capital Management
Oregon
$200K +$203K +1,737 New
CCA
778
Cobblestone Capital Advisors
New York
$200K +$203K +1,740 New
AIM
779
Acropolis Investment Management
Missouri
$198K – – –
KPCM
780
Kings Point Capital Management
New York
$197K +$14.3K +123 +8%
HFS
781
HBC Financial Services
Washington
$195K – – –
SWM
782
Sugarloaf Wealth Management
Georgia
$192K – – –
JWM
783
Janiczek Wealth Management
Colorado
$191K +$26.1K +224 +16%
PO
784
Private Ocean
California
$190K – – –
CFD
785
Creative Financial Designs
Indiana
$190K +$50.4K +432 +36%
FCA
786
FinTrust Capital Advisors
South Carolina
$181K – – –
DSC
787
Duncker Streett & Co
Missouri
$177K – – –
BFEC
788
Benjamin F. Edwards & Company
Missouri
$169K +$117 +1 +0.1%
SWA
789
SOA Wealth Advisors
New York
$163K -$2.21K -19 -1%
BBHC
790
Brown Brothers Harriman & Co
New York
$157K – – –
CHC
791
City Holding Co
West Virginia
$157K – – –
EK
792
Evensky & Katz
Florida
$155K +$350 +3 +0.2%
BWL
793
Bogart Wealth LLC
Virginia
$152K -$12.9K -111 -8%
PLU
794
Performa Ltd (US)
South Carolina
$151K +$233 +2 +0.2%
TC
795
Trust Company
Kansas
$140K – – –
RG
796
Retirement Group
California
$139K – – –
HBT
797
Hills Bank & Trust
Iowa
$138K – – –
CA
798
Cornerstone Advisory
Maryland
$138K +$140K +1,200 New
SC
799
Sierra Capital
Florida
$136K – – –
LAS
800
Lloyd Advisory Services
Georgia
$135K -$5.13K -44 -4%
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32
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