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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
551
Carroll Financial Associates
North Carolina
$324K +$21.9K +230 +8%
CFA
552
Cahill Financial Advisors
Minnesota
$323K +$299K +3,145 New
DIA
553
Dana Investment Advisors
Wisconsin
$322K +$299K +3,140 New
PCA
554
Personal Capital Advisors
California
$321K +$34.1K +358 +13%
MAM
555
Madison Asset Management
Wisconsin
$321K +$298K +3,128 New
BCM
556
Bourgeon Capital Management
Connecticut
$320K – – –
WA
557
WealthTrust Axiom
Pennsylvania
$319K – – –
FIM
558
Fernwood Investment Management
Massachusetts
$317K – – –
TYCC
559
Texas Yale Capital Corp
Florida
$317K – – –
ODIJL
560
One Day In July LLC
Vermont
$317K +$21.1K +222 +8%
FLA
561
Financial Life Advisors
Texas
$315K -$6.18K -65 -2%
HPWA
562
Hall Private Wealth Advisors
North Carolina
$315K +$292K +3,070 New
NFP
563
Novak Financial Planning
Maryland
$315K +$292K +3,072 New
HF
564
Halpern Financial
Virginia
$314K -$15.8K -166 -5%
PWM
565
Perigon Wealth Management
California
$314K – – –
IWS
566
Insight Wealth Strategies
California
$312K +$190 +2 +0.1%
IAN
567
Integrated Advisors Network
Texas
$310K +$8.18K +86 +3%
SMA
568
Sage Mountain Advisors
Georgia
$308K +$286K +3,002 New
LFAS
569
Level Four Advisory Services
Texas
$306K +$61K +641 +27%
PCG
570
Private Capital Group
Connecticut
$305K -$335K -3,524 -54%
VCP
571
Vista Capital Partners
Oregon
$304K -$17.7K -186 -6%
KPW
572
Kore Private Wealth
New York
$302K -$14.3K -150 -5%
FLPIM
573
F.L. Putnam Investment Management
Massachusetts
$301K +$40.3K +424 +17%
CWM
574
CCG Wealth Management
California
$299K – – –
GG
575
Greenwood Gearhart
Arkansas
$299K +$277K +2,910 New
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