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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
551
People's United Financial
Connecticut
$400K -$393K -3,943 -50%
MA
552
MONECO Advisors
Connecticut
$396K +$100 +1 +0%
BWM
553
Baystate Wealth Management
Massachusetts
$392K +$336K +3,376 +648%
AT
554
American Trust
Kentucky
$389K +$385K +3,869 New
RIA
555
Regal Investment Advisors
Michigan
$382K -$1.05M -10,572 -74%
AIA
556
Armor Investment Advisors
North Carolina
$379K – – –
AW
557
ACG Wealth
Georgia
$378K +$2.49K +25 +0.7%
MC
558
Middleton & Co
Massachusetts
$376K – – –
CAAS
559
Capital Asset Advisory Services
Michigan
$376K +$2.99K +30 +0.8%
LRPA
560
L. Roy Papp & Associates
Arizona
$373K +$111K +1,110 +43%
SCA
561
St. Clair Advisors
Ohio
$368K – – –
SCA
562
Sage Capital Advisors
South Dakota
$365K – – –
EWS
563
Evergreen Wealth Solutions
Pennsylvania
$364K +$361K +3,620 New
UWPG
564
Ullmann Wealth Partners Group
Florida
$363K – – –
HA
565
HFG Advisors
Ohio
$362K – – –
HF
566
Halpern Financial
Virginia
$361K – – –
HCM
567
Hollencrest Capital Management
California
$355K – – –
IC
568
Intersect Capital
California
$355K +$5.68K +57 +2%
FF
569
Fluent Financial
Texas
$354K -$7.07M -70,974 -95%
WPC
570
White Pine Capital
Minnesota
$352K -$3.98K -40 -1%
WLIM
571
White Lighthouse Investment Management
Massachusetts
$352K – – –
ZIM
572
Zacks Investment Management
Illinois
$349K – – –
CCG
573
Cypress Capital Group
Florida
$347K +$344K +3,451 New
NAS
574
Nicolet Advisory Services
Wisconsin
$345K +$199 +2 +0.1%
AA
575
Ancora Advisors
Ohio
$343K – – –
21 22
23
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