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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
301
Rehmann Capital Advisory Group
Michigan
$361K +$16K +256 +5%
OC
302
Oakworth Capital
Alabama
$351K – – –
RJT
303
Raymond James Trust
Florida
$346K – – –
EWF
304
Epstein & White Financial
California
$344K -$2.08M -33,236 -85%
PFA
305
Pathway Financial Advisors
Vermont
$344K – – –
SCM
306
Sterneck Capital Management
Missouri
$342K -$68.3K -1,094 -16%
PTC
307
Private Trust Company
Ohio
$338K +$344K +5,506 New
MM
308
Meridian Management
Arkansas
$336K – – –
LC
309
LCNB Corp
Ohio
$331K – – –
FT
310
Fiduciary Trust
Massachusetts
$330K – – –
FLA
311
Financial Life Advisors
Texas
$327K -$11.1K -178 -3%
MWAC
312
Mariner Wealth Advisors (Cincinnati)
Ohio
$325K – – –
BWP
313
Baldwin Wealth Partners
Massachusetts
$321K +$3.12K +50 +1%
CM
314
Castleark Management
Illinois
$320K – – –
WAM
315
Wealthspire Advisors (Maryland)
Maryland
$318K +$92.5K +1,482 +40%
RIM
316
Regent Investment Management
Kentucky
$317K – – –
RMDI
317
R.M. Davis Inc
Maine
$316K +$11K +176 +4%
VWA
318
V Wealth Advisors
Kansas
$309K +$7.49K +120 +2%
PWM
319
Perigon Wealth Management
California
$299K – – –
WTC
320
WhitTier Trust Company
Nevada
$298K – – –
BTNA
321
Bremer Trust National Association
Minnesota
$296K – – –
CA
322
Commerzbank Aktiengesellschaft
Germany
$296K +$301K +4,816 New
FNBOO
323
First National Bank of Omaha
Nebraska
$294K – – –
SC
324
SouthState Corp
Florida
$291K -$74.1K -1,186 -20%
SWM
325
SeaCrest Wealth Management
New York
$291K +$250 +4 +0.1%
11 12
13
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