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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
226
Freedom Investment Management
Connecticut
$1.18M -$13.3K -182 -1%
V
227
Veritable
Delaware
$1.18M +$7.29K +100 +0.5%
EWA
228
ERTS Wealth Advisors
Michigan
$1.16M +$1.39M +19,010 New
BUB
229
BBVA USA Bancshares
Texas
$1.15M +$1.46K +20 +0.1%
BIA
230
BHK Investment Advisors
Alabama
$1.14M -$14.4K -198 -1%
RT
231
Rockland Trust
Massachusetts
$1.12M +$86.4K +1,186 +7%
CAC
232
Certified Advisory Corp
Florida
$1.12M +$367K +5,038 +38%
NA
233
NewEdge Advisors
Louisiana
$1.11M -$45.8K -628 -3%
MCM
234
MAI Capital Management
Ohio
$1.11M -$28.3K -388 -2%
CA
235
Clearstead Advisors
Ohio
$1.1M – – –
PCG
236
Private Capital Group
Connecticut
$1.1M +$291 +4 +0%
AAS
237
Avantax Advisory Services
Texas
$1.09M +$73.6K +1,010 +6%
TW
238
Transform Wealth
Colorado
$1.08M -$27.7K -380 -2%
BP
239
Broadleaf Partners
Ohio
$1.08M +$34K +466 +3%
EWM
240
EPG Wealth Management
Georgia
$1.07M +$1.22M +16,748 +1,816%
A
241
AdvicePeriod
California
$1.03M -$114K -1,558 -8%
HTC
242
Haverford Trust Company
Pennsylvania
$1.03M -$21K -288 -2%
CWM
243
Cordatus Wealth Management
Pennsylvania
$1M -$33.7K -462 -3%
BAM
244
Barrett Asset Management
New York
$995K -$4.56M -62,630 -79%
PGAM
245
Princeton Global Asset Management
New Jersey
$985K +$1.18M +16,200 New
ATC
246
Argent Trust Co
Tennessee
$982K +$742K +10,178 +170%
FCI
247
Financial Counselors Inc
Kansas
$969K -$12K -164 -1%
GSWM
248
Golden State Wealth Management
California
$967K +$1.16M +15,904 New
BRWA
249
B. Riley Wealth Advisors
Florida
$963K +$785K +10,774 +213%
OPS
250
Orion Portfolio Solutions
Nebraska
$944K +$145K +1,996 +15%
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