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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
501
Bourgeon Capital Management
Connecticut
$269K – – –
WA
502
WealthTrust Axiom
Pennsylvania
$269K – – –
KPW
503
Kore Private Wealth
New York
$268K -$563K -6,668 -68%
FIM
504
Fernwood Investment Management
Massachusetts
$267K – – –
TYCC
505
Texas Yale Capital Corp
Florida
$267K – – –
GIM
506
Goelzer Investment Management
Indiana
$265K – – –
FFC
507
First Financial Corp
Indiana
$264K – – –
PWM
508
Perigon Wealth Management
California
$264K – – –
IWS
509
Insight Wealth Strategies
California
$263K -$49.8K -590 -16%
STB
510
S&T Bank
Pennsylvania
$261K – – –
TGAM
511
TBH Global Asset Management
Tennessee
$260K +$169 +2 +0.1%
TC
512
TownSquare Capital
Utah
$257K – – –
CCA
513
Clearwater Capital Advisors
Illinois
$256K -$1.86K -22 -0.7%
CIR
514
Clear Investment Research
Georgia
$256K +$338 +4 +0.1%
IAN
515
Integrated Advisors Network
Texas
$254K +$248K +2,938 New
CFA
516
Carroll Financial Associates
North Carolina
$253K -$5.06K -60 -2%
CWM
517
CCG Wealth Management
California
$252K – – –
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$251K +$245K +2,900 New
PCM
519
Parsons Capital Management
Rhode Island
$249K – – –
OC
520
Oarsman Capital
Wisconsin
$249K +$2.36K +28 +1%
FWM
521
Fairhaven Wealth Management
Illinois
$247K +$242K +2,862 New
ODIJL
522
One Day In July LLC
Vermont
$247K +$242K +2,862 New
IC
523
Intersect Capital
California
$246K -$16.2K -192 -6%
RC
524
Rinet Company
Massachusetts
$246K – – –
FNBOO
525
First National Bank of Omaha
Nebraska
$245K -$25K -296 -9%
19 20
21
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