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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
Colonial Trust
South Carolina
$645K -$36.7K -384 -5%
FIM
452
Freedom Investment Management
Connecticut
$638K -$213K -2,233 -24%
RT
453
Rockland Trust
Massachusetts
$631K -$55K -575 -8%
EIP
454
Easterly Investment Partners
Massachusetts
$630K – – –
NCM
455
Next Capital Management
New York
$630K -$23.9K -250 -3%
RSWM
456
Robertson Stephens Wealth Management
California
$628K -$86K -900 -12%
BFC
457
Bedel Financial Consulting
Indiana
$624K +$81.3K +850 +14%
AFG
458
Allegheny Financial Group
Pennsylvania
$618K -$9.94K -104 -2%
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$614K -$11.4K -119 -2%
GWSA
460
Global Wealth Strategies & Associates
Colorado
$609K -$13.9K -145 -2%
FUBT
461
First United Bank & Trust
Maryland
$605K -$21.5K -225 -3%
SWM
462
Spire Wealth Management
Virginia
$601K -$8.8K -92 -1%
TC
463
TownSquare Capital
Utah
$600K +$143K +1,497 +30%
HWA
464
Heritage Wealth Advisors
Virginia
$588K -$5.83K -61 -0.9%
FA
465
Financial Alternatives
California
$587K – – –
AA
466
Argent Advisors
Louisiana
$586K +$57.4K +600 +10%
MFG
467
Magnus Financial Group
New York
$585K +$38.2K +400 +7%
RRA
468
Round Rock Advisors
Connecticut
$583K -$57.5K -601 -9%
NFC
469
Northeast Financial Consultants
Connecticut
$583K – – –
ATPW
470
Ashton Thomas Private Wealth
Arizona
$580K -$41.3K -432 -6%
TC
471
Trilogy Capital
California
$572K -$28.8K -301 -5%
LIM
472
Leavell Investment Management
Alabama
$572K +$97.4K +1,019 +19%
SFC
473
Strategic Financial Concepts
Texas
$568K +$163K +1,707 +38%
CBFP
474
Cedar Brook Financial Partners
Ohio
$567K – – –
AP
475
Appleton Partners
Massachusetts
$560K -$4.59K -48 -0.8%
17 18
19
20 21