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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
626
Fernwood Investment Management
Massachusetts
$350K – – –
CG
627
Caprock Group
Idaho
$350K +$15.9K +136 +5%
KP
628
Keel Point
Alabama
$349K +$16.4K +141 +5%
FFC
629
First Financial Corp
Indiana
$348K -$26.5K -227 -7%
W
630
WealthOne
New York
$347K -$628K -5,389 -64%
BTWM
631
Baker Tilly Wealth Management
Wisconsin
$346K – – –
SMA
632
Sage Mountain Advisors
Georgia
$346K – – –
PWMAG
633
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$41.5K +356 +13%
PCA
634
Personal Capital Advisors
California
$345K +$95.4K +818 +36%
CFA
635
Carroll Financial Associates
North Carolina
$344K – – –
AWM
636
Avior Wealth Management
Nebraska
$343K +$6.18K +53 +2%
SFA
637
Sequoia Financial Advisors
Ohio
$343K +$347K +2,974 New
PWP
638
Perfromance Wealth Partners
Illinois
$343K +$347K +2,980 New
FMN
639
Financial Management Network
California
$342K – – –
CF
640
Centaurus Financial
California
$340K – – –
DIA
641
Dana Investment Advisors
Wisconsin
$338K -$39.1K -335 -10%
STA
642
Summit Trail Advisors
New York
$338K +$50.4K +432 +17%
MCWA
643
Meadow Creek Wealth Advisors
Georgia
$337K +$341K +2,921 New
FLPIM
644
F.L. Putnam Investment Management
Massachusetts
$335K – – –
PFA
645
Pure Financial Advisors
California
$334K +$6.88K +59 +2%
CG
646
Cutler Group
California
$334K +$338K +2,900 New
CWM
647
CCG Wealth Management
California
$330K – – –
KA
648
Kovack Advisors
Florida
$330K +$44.5K +382 +15%
PCM
649
Parsons Capital Management
Rhode Island
$329K – – –
VCP
650
Vista Capital Partners
Oregon
$329K – – –
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