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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Ancora Advisors
Ohio
$253K – – –
CAL
502
Capital Advisors Ltd
Ohio
$251K +$70.8K +976 +44%
VCP
503
Vista Capital Partners
Oregon
$249K -$43.5K -600 -16%
FNBOO
504
First National Bank of Omaha
Nebraska
$247K -$47.6K -656 -17%
BCM
505
Bourgeon Capital Management
Connecticut
$246K – – –
WA
506
WealthTrust Axiom
Pennsylvania
$246K +$226K +3,116 New
FIM
507
Fernwood Investment Management
Massachusetts
$244K +$224K +3,086 New
TYCC
508
Texas Yale Capital Corp
Florida
$244K +$224K +3,090 New
GIM
509
Goelzer Investment Management
Indiana
$242K -$51.6K -712 -19%
PWM
510
Perigon Wealth Management
California
$242K – – –
FFC
511
First Financial Corp
Indiana
$242K +$145K +2,000 +189%
IC
512
Intersect Capital
California
$240K +$220K +3,036 New
STB
513
S&T Bank
Pennsylvania
$239K +$219K +3,018 New
TGAM
514
TBH Global Asset Management
Tennessee
$237K +$218K +3,002 New
CFA
515
Carroll Financial Associates
North Carolina
$236K – – –
CCA
516
Clearwater Capital Advisors
Illinois
$235K -$140K -1,930 -39%
RBFC
517
Roman Butler Fullerton & Co
Missouri
$235K +$216K +2,976 New
CIR
518
Clear Investment Research
Georgia
$234K +$46.9K +646 +28%
TC
519
TownSquare Capital
Utah
$232K -$116K -1,600 -35%
CWM
520
CCG Wealth Management
California
$230K -$51.8K -714 -20%
TNA
521
True North Advisors
Texas
$230K -$36.3K -500 -15%
TPA
522
Trivium Point Advisory
Connecticut
$229K +$204K +2,812 New
FHA
523
Flagship Harbor Advisors
Massachusetts
$228K -$19.3K -266 -8%
PCM
524
Parsons Capital Management
Rhode Island
$228K +$209K +2,884 New
HFA
525
High Falls Advisors
New York
$228K +$210K +2,890 New
19 20
21
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