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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
601
Clark Capital Management Group
Pennsylvania
$310K +$39.1K +393 +15%
PWM
602
Perigon Wealth Management
California
$308K – – –
FIM
603
Fernwood Investment Management
Massachusetts
$306K – – –
PMFA
604
Plante Moran Financial Advisors
Michigan
$305K -$51.2K -514 -14%
FFC
605
First Financial Corp
Indiana
$303K – – –
CAMG
606
CWA Asset Management Group
Florida
$303K +$300K +3,016 New
CG
607
Caprock Group
Idaho
$302K -$3.29K -33 -1%
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$302K – – –
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$302K – – –
SMA
610
Sage Mountain Advisors
Georgia
$302K – – –
EL
611
EMFO LLC
Florida
$300K -$106K -1,060 -26%
MIA
612
MainStreet Investment Advisors
Illinois
$300K -$64.7K -650 -18%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$300K -$64.7K -650 -18%
CHJWM
614
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K -$20.6K -207 -6%
RWG
615
Regal Wealth Group
California
$299K -$19.7K -198 -6%
PWP
616
Perfromance Wealth Partners
Illinois
$299K – – –
SFA
617
Sequoia Financial Advisors
Ohio
$299K – – –
WS
618
Wedbush Securities
California
$297K -$42.6K -428 -13%
IF
619
Intrua Financial
Texas
$296K -$25.2K -253 -8%
HWM
620
HB Wealth Management
Georgia
$295K -$111K -1,116 -28%
TGAM
621
TBH Global Asset Management
Tennessee
$295K +$20.5K +206 +8%
TA
622
TrueWealth Advisors
Alabama
$294K – – –
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$294K +$1.59K +16 +0.6%
DJYG
624
David J. Yvars Group
Florida
$293K -$261K -2,625 -48%
RIM
625
Regent Investment Management
Kentucky
$291K -$34.9K -350 -11%
23 24
25
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