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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
876
Capital Investment Advisory Services
North Carolina
$9K – – –
GAM
877
Gemmer Asset Management
California
$9K – – –
TF
878
TimeScale Financial
Massachusetts
$9K – – –
LFA
879
Level Financial Advisors
New York
$7K -$7.77K -78 -54%
CWC
880
Carolinas Wealth Consulting
North Carolina
$7K – – –
HFA
881
HC Financial Advisors
California
$7K – – –
ZIG
882
Zullo Investment Group
Pennsylvania
$7K +$996 +10 +17%
DAC
883
Dividend Assets Capital
South Carolina
$7K +$6.77K +68 New
CAM
884
Costello Asset Management
Pennsylvania
$6K – – –
LF
885
Lee Financial
Texas
$5K – – –
OLVIG
886
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5.08K +51 New
T
887
TCWP
Ohio
$5K +$5.18K +52 New
AIM
888
Anchor Investment Management
South Carolina
$4.62K – – –
AIP
889
Ahrens Investment Partners
Louisiana
$4K – – –
TA
890
Tectonic Advisors
Texas
$3K -$37.2K -374 -92%
AWM
891
Accel Wealth Management
Iowa
$3K – – –
MSFP
892
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
HWMA
893
Heritage Wealth Management (Arizona)
Arizona
$3K +$3.19K +32 New
TAM
894
Tucker Asset Management
Colorado
$2.41K +$996 +10 +71%
CI
895
Cordant Inc
Oregon
$2K – – –
MHR
896
Matthew Hamilton Rosenberg
$2K – – –
SWM
897
Selective Wealth Management
Virginia
$2K – – –
FP
898
Financial Perspectives
Minnesota
$1.91K +$1.89K +19 New
ONST
899
Old North State Trust
North Carolina
$211 -$209K -2,096 -100%
EF
900
Empowered Funds
Pennsylvania
– -$26.4M -228,900 Closed
34 35
36
37 38