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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
651
SkyOak Wealth
Michigan
$360K -$40.8K -371 -10%
CT
652
Caldwell Trust
Florida
$358K – – –
ECA
653
Elevated Capital Advisors
Utah
$358K -$33.7K -307 -9%
TNA
654
True North Advisors
Texas
$358K – – –
ONST
655
Old North State Trust
North Carolina
$357K -$17.1K -156 -5%
MIS
656
Morningstar Investment Services
Illinois
$356K +$354K +3,220 New
TPWA
657
Twin Peaks Wealth Advisors
California
$353K +$11.5K +105 +3%
CTWM
658
Cherry Tree Wealth Management
Minnesota
$352K – – –
NAS
659
NWF Advisory Services
California
$352K – – –
PAG
660
Paladin Advisory Group
Iowa
$350K -$5.27K -48 -1%
BCM
661
Bourgeon Capital Management
Connecticut
$348K – – –
PA
662
PFG Advisors
Arizona
$346K +$879 +8 +0.3%
MAM
663
Madison Asset Management
Wisconsin
$345K – – –
CWC
664
Carolinas Wealth Consulting
North Carolina
$345K +$6.26K +57 +2%
WPC
665
White Pine Capital
Minnesota
$345K – – –
WA
666
WealthTrust Axiom
Pennsylvania
$344K – – –
CAL
667
Capital Advisors Ltd
Ohio
$343K – – –
JPLA
668
Joseph P. Lucia & Associates
New York
$343K +$341K +3,106 New
TYCC
669
Texas Yale Capital Corp
Florida
$341K – – –
PCM
670
Parsons Capital Management
Rhode Island
$340K -$22K -200 -6%
AFTS
671
American Financial & Tax Strategies
New York
$339K -$1.87K -17 -0.6%
T
672
TNF
Montana
$337K +$330 +3 +0.1%
OAM
673
Oppenheimer Asset Management
New York
$337K +$335K +3,052 New
CAI
674
Capital Advisors Inc
Oklahoma
$336K -$6.7K -61 -2%
CA
675
Continuum Advisory
Idaho
$335K – – –
25 26
27
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