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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
301
Smith Capital Management
Arkansas
$447K +$478K +7,854 New
GFS
302
GYL Financial Synergies
Connecticut
$447K +$479K +7,866 New
APP
303
Avantax Planning Partners
Iowa
$444K +$402K +6,604 +546%
MFW
304
Mosaic Family Wealth
Missouri
$441K +$122 +2 +0%
UAS
305
United Asset Strategies
New York
$438K +$23.2K +382 +5%
CB
306
Chemical Bank
Michigan
$436K +$26.8K +440 +6%
MWM
307
Mission Wealth Management
California
$432K -$167K -2,748 -27%
MCM
308
Manchester Capital Management
Vermont
$427K – – –
FNBT
309
FineMark National Bank & Trust
Florida
$419K -$1.47M -24,138 -77%
TPA
310
Trivium Point Advisory
Connecticut
$418K +$447K +7,346 New
MIH
311
Madison Investment Holdings
Wisconsin
$417K – – –
GLA
312
Great Lakes Advisors
Illinois
$412K – – –
AWA
313
Arete Wealth Advisors
Illinois
$404K +$97.2K +1,598 +29%
FCB
314
First Command Bank
Texas
$402K +$34.7K +570 +9%
FCFS
315
First Command Financial Services
Texas
$402K +$34.7K +570 +9%
CCP
316
Corient Capital Partners
California
$400K -$155K -2,548 -27%
RPC
317
Rossmore Private Capital
Connecticut
$400K – – –
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$388K +$608 +10 +0.1%
SCA
319
Snowden Capital Advisors
New York
$383K +$409K +6,730 New
OFG
320
Oxford Financial Group
Indiana
$380K – – –
BAC
321
Boys Arnold & Co
North Carolina
$378K – – –
PA
322
Parallel Advisors
California
$370K +$67.2K +1,104 +21%
S
323
SignatureFD
Georgia
$364K – – –
MFG
324
Magnus Financial Group
New York
$364K +$389K +6,394 New
ASN
325
Advisory Services Network
Georgia
$357K +$204K +3,346 +114%
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