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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Crestone Asset Management
Colorado
$638K – – –
NAM
527
NTV Asset Management
West Virginia
$634K +$649 +6 +0.1%
HSA
528
HBK Sorce Advisory
Pennsylvania
$630K – – –
PWM
529
Perigon Wealth Management
California
$629K +$75.1K +694 +14%
WKSWA
530
White Knight Strategic Wealth Advisors
New Jersey
$628K – – –
NFG
531
Nations Financial Group
Iowa
$628K +$216 +2 +0%
OFG
532
Oxford Financial Group
Indiana
$623K -$3.46K -32 -0.6%
SHJ
533
Sharkey, Howes & Javer
Colorado
$621K – – –
AIM
534
Allen Investment Management
New York
$621K – – –
BP
535
Ballentine Partners
Massachusetts
$620K -$8.33K -77 -1%
CWM
536
Cornerstone Wealth Management
Missouri
$619K +$11.5K +106 +2%
RPC
537
Rossmore Private Capital
Connecticut
$617K -$24.9K -230 -4%
RTL
538
Red Tortoise LLC
Georgia
$607K -$757 -7 -0.1%
NB
539
Nicolet Bankshares
Wisconsin
$606K +$574K +5,305 New
ABC
540
Associated Banc-Corp
Wisconsin
$604K – – –
WP
541
WealthPLAN Partners
Nebraska
$601K – – –
IAG
542
Investmark Advisory Group
Connecticut
$595K +$6.82K +63 +1%
MM
543
Meridian Management
Arkansas
$594K – – –
B
544
Bailard
California
$593K – – –
CCAL
545
City Center Advisors LLC
Michigan
$587K +$557K +5,145 New
OL
546
Owen LaRue
Kentucky
$585K -$92.2K -852 -14%
HF
547
Halpern Financial
Virginia
$583K – – –
TC
548
Trilogy Capital
California
$583K -$114K -1,056 -17%
V
549
ViaWealth
Kansas
$581K – – –
WTC
550
WhitTier Trust Company
Nevada
$579K – – –
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