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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
526
Focused Wealth Management
New York
$40K – – –
SIM
527
Sonora Investment Management
Arizona
$40K – – –
BFC
528
Bedel Financial Consulting
Indiana
$39K – – –
SWA
529
Sutton Wealth Advisors
Florida
$38.7K – – –
KWA
530
KCS Wealth Advisory
California
$38.6K +$39.2K +546 New
CFG
531
Citizens Financial Group
Rhode Island
$37K – – –
CCM
532
Covington Capital Management
California
$35K – – –
POIA
533
Pin Oak Investment Advisors
Texas
$35K – – –
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
IFAM
535
Institutional & Family Asset Management
Colorado
$29K – – –
TWA
536
TCI Wealth Advisors
Arizona
$29K +$17.2K +240 +141%
ANBT
537
American National Bank & Trust
Texas
$28K – – –
LF
538
Lee Financial
Texas
$28K – – –
QAM
539
QCI Asset Management
New York
$28K – – –
BAMG
540
Brand Asset Management Group
Missouri
$26K – – –
EIP
541
Ellis Investment Partners
Pennsylvania
$26K – – –
TCOV
542
Trust Company of Vermont
Vermont
$26K – – –
PFBT
543
Parkside Financial Bank & Trust
Missouri
$23K +$1.87K +26 +9%
RCG
544
Ruggie Capital Group
Florida
$22K -$36.8K -512 -62%
BHWM
545
Bay Harbor Wealth Management
Maryland
$22K +$3.02K +42 +15%
GI
546
Gradient Investments
Minnesota
$22K +$22K +306 +3,825%
ARMC
547
American Research & Management Company
Massachusetts
$20K – – –
BCI
548
Brinker Capital Investments
Pennsylvania
$20K – – –
EI
549
Ellevest Inc
New York
$19K – – –
RBC
550
Roble Belko & Company
Pennsylvania
$17K – – –
20 21
22
23 24