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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
501
NTV Asset Management
West Virginia
$507K -$45.3K -474 -8%
NFG
502
Nations Financial Group
Iowa
$505K -$146K -1,530 -22%
BP
503
Ballentine Partners
Massachusetts
$503K – – –
SHJ
504
Sharkey, Howes & Javer
Colorado
$497K – – –
AIM
505
Allen Investment Management
New York
$497K – – –
ABC
506
Associated Banc-Corp
Wisconsin
$485K +$765 +8 +0.2%
RTL
507
Red Tortoise LLC
Georgia
$484K – – –
TWP
508
Total Wealth Planning
Ohio
$484K -$10.9K -114 -2%
WP
509
WealthPLAN Partners
Nebraska
$481K – – –
MM
510
Meridian Management
Arkansas
$475K – – –
B
511
Bailard
California
$475K – – –
HF
512
Halpern Financial
Virginia
$475K +$153K +1,600 +44%
GC
513
Gratus Capital
Georgia
$474K – – –
CWM
514
Cornerstone Wealth Management
Missouri
$473K +$13.2K +138 +3%
ESB
515
Essex Savings Bank
Connecticut
$472K +$18.3K +191 +4%
V
516
ViaWealth
Kansas
$465K – – –
WTC
517
WhitTier Trust Company
Nevada
$464K – – –
CCM
518
Cohen Capital Management
California
$463K -$40.6K -425 -8%
GC
519
Gilbert & Cook
Iowa
$461K -$1.91K -20 -0.4%
MCM
520
Manchester Capital Management
Vermont
$458K – – –
RWA
521
Ropes Wealth Advisors
Massachusetts
$455K +$27.9K +292 +6%
IAG
522
Investmark Advisory Group
Connecticut
$455K – – –
PWMG
523
Prestige Wealth Management Group
New Jersey
$448K -$16.4K -172 -3%
CFG
524
Cooper Financial Group
California
$441K -$8.32K -87 -2%
FI
525
Financial Insights
Washington
$441K -$17K -178 -3%
19 20
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