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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
501
Carnegie Investment Counsel
Ohio
$515K +$19K +208 +4%
RTL
502
Red Tortoise LLC
Georgia
$512K +$5.38K +59 +1%
ABC
503
Associated Banc-Corp
Wisconsin
$512K – – –
GFS
504
GYL Financial Synergies
Connecticut
$511K +$63.8K +700 +15%
AFWM
505
AMJ Financial Wealth Management
Virginia
$509K +$480K +5,268 New
WP
506
WealthPLAN Partners
Nebraska
$509K +$5.01K +55 +1%
FI
507
Financial Insights
Washington
$509K -$20K -220 -4%
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$508K -$166K -1,822 -26%
LIM
509
Leavell Investment Management
Alabama
$505K +$139K +1,529 +41%
MM
510
Meridian Management
Arkansas
$502K – – –
B
511
Bailard
California
$502K – – –
GC
512
Gratus Capital
Georgia
$502K – – –
FWTB
513
First Western Trust Bank
Colorado
$500K -$40.1K -440 -8%
VWA
514
V Wealth Advisors
Kansas
$492K -$14K -154 -3%
V
515
ViaWealth
Kansas
$491K – – –
UCMOK
516
United Capital Management of KS
Kansas
$491K -$103K -1,126 -18%
WTC
517
WhitTier Trust Company
Nevada
$490K – – –
PWMG
518
Prestige Wealth Management Group
New Jersey
$490K – – –
TC
519
TownSquare Capital
Utah
$490K -$448K -4,919 -49%
GC
520
Gilbert & Cook
Iowa
$490K – – –
CWM
521
Cornerstone Wealth Management
Missouri
$487K +$11.6K +127 +3%
MCM
522
Manchester Capital Management
Vermont
$485K – – –
IAG
523
Investmark Advisory Group
Connecticut
$481K +$84.2K +924 +23%
ESB
524
Essex Savings Bank
Connecticut
$480K – – –
PWM
525
Perigon Wealth Management
California
$479K +$128K +1,400 +39%
19 20
21
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