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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
951
TCP Asset Management
Ohio
$204K +$203K +1,434 New
FB
952
First Bancorp
Maine
$204K +$202K +1,433 New
TW
953
TritonPoint Wealth
Maryland
$204K -$66.1K -468 -25%
BWL
954
Bogart Wealth LLC
Virginia
$204K +$65K +460 +47%
AMM
955
American Money Management
California
$203K -$12.9K -91 -6%
BWM
956
BAM Wealth Management
Colorado
$203K +$202K +1,426 New
MA
957
Montag & Associates
Georgia
$198K – – –
HBT
958
Hills Bank & Trust
Iowa
$197K – – –
MIA
959
Milestone Investment Advisors
Wisconsin
$188K – – –
GTAM
960
Global Trust Asset Management
Florida
$183K -$14.1K -100 -7%
GWSG
961
GPS Wealth Strategies Group
Colorado
$181K -$15.5K -110 -8%
NEWAS
962
N.E.W. Advisory Services
Wisconsin
$175K – – –
BFO
963
Biltmore Family Office
North Carolina
$171K – – –
RAM
964
Ramirez Asset Management
New York
$171K – – –
ST
965
Smithfield Trust
Pennsylvania
$170K -$183K -1,298 -52%
ACA
966
Aptus Capital Advisors
Alabama
$169K +$115K +817 +222%
CFD
967
Creative Financial Designs
Indiana
$167K -$3.25K -23 -2%
BFPW
968
BOK Financial Private Wealth
Colorado
$163K – – –
TCA
969
Trifecta Capital Advisors
Illinois
$163K – – –
AIA
970
Arcadia Investment Advisors
Idaho
$162K -$13.4K -95 -8%
AEPWM
971
Atlantic Edge Private Wealth Management
Florida
$162K – – –
QL
972
Quarry LP
New York
$162K +$161K +1,136 New
EDRH
973
Edmond de Rothschild Holding
Switzerland
$161K – – –
LWCFA
974
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$161K – – –
PWMA
975
Pension & Wealth Management Advisors
Massachusetts
$159K -$4.66K -33 -3%
37 38
39
40 41