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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Broadwater Capital
Massachusetts
$3.53K – – –
NMG
1002
New Millennium Group
Utah
$3.42K +$3.41K +31 New
MIA
1003
MeadowBrook Investment Advisors
Michigan
$3.31K – – –
PSB
1004
Piscataqua Savings Bank
New Hampshire
$3.31K – – –
HWM
1005
HighMark Wealth Management
Minnesota
$3.1K – – –
WIA
1006
Wetzel Investment Advisors
Indiana
$2.28K – – –
KFS
1007
Kelly Financial Services
Massachusetts
$2.21K – – –
TFF
1008
The Family Firm
Maryland
$2.1K +$2.09K +19 New
PIP
1009
Peachtree Investment Partners
Florida
$2.1K – – –
TVWM
1010
Tower View Wealth Management
Wisconsin
$1.99K – – –
OA
1011
Operose Advisors
Wisconsin
$1.54K – – –
MSG
1012
Main Street Group
Virginia
$1.32K – – –
WCM
1013
Westend Capital Management
California
$1.21K – – –
TFA
1014
Transamerica Financial Advisors
Florida
$1K – – –
YAL
1015
Your Advocates Ltd
Texas
$993 – – –
DWM
1016
Dogwood Wealth Management
Kansas
$884 +$879 +8 New
MFC
1017
Morris Financial Concepts
South Carolina
$883 – – –
BHWM
1018
Beaird Harris Wealth Management
Texas
$883 +$879 +8 New
T
1019
Tidemark
California
$772 -$5.05K -46 -87%
M
1020
MOTCO
Texas
$662 -$425K -3,873 -100%
AWM
1021
Angeles Wealth Management
California
$441 +$439 +4 New
PIS
1022
POM Investment Strategies
North Carolina
$11 -$111K -1,012 Closed
AIA
1023
Angeles Investment Advisors
California
– -$40.5M -354,500 Closed
CA
1024
CSM Advisors
Pennsylvania
– -$28.4M -249,000 Closed
NRA
1025
NSI Retail Advisors
Pennsylvania
– -$28.4M -249,000 Closed
39 40
41
42 43