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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
326
Moneta Group Investment Advisors
Missouri
$464K -$879K -12,230 -65%
IWM
327
IHT Wealth Management
Illinois
$460K -$17.7K -246 -4%
MFG
328
Magnus Financial Group
New York
$452K -$6.61K -92 -1%
SWA
329
Stratos Wealth Advisors
Ohio
$447K -$68.3K -950 -13%
LFG
330
LifePlan Financial Group
Ohio
$447K -$2.16K -30 -0.5%
CFGS
331
Concourse Financial Group Securities
Alabama
$441K -$203K -2,830 -31%
CCA
332
Clearwater Capital Advisors
Illinois
$440K -$8.62K -120 -2%
TC
333
Telemus Capital
Michigan
$440K +$26.2K +364 +6%
SFS
334
Sowell Financial Services
Arkansas
$438K +$446K +6,202 New
PAS
335
Park Avenue Securities
New York
$436K +$443K +6,168 New
GP
336
Girard Partners
Pennsylvania
$432K -$155K -2,160 -26%
ABTD
337
Arvest Bank Trust Division
Oklahoma
$426K +$433K +6,030 New
PA
338
Parallel Advisors
California
$423K +$144 +2 +0%
ATC
339
Argent Trust Co
Tennessee
$422K -$43.1K -600 -9%
AIM
340
Allen Investment Management
New York
$420K – – –
FT
341
Fiduciary Trust
Massachusetts
$416K +$105K +1,458 +33%
CS
342
Comerica Securities
Michigan
$409K +$416K +5,782 New
GFS
343
GYL Financial Synergies
Connecticut
$408K -$52.3K -728 -11%
PFA
344
Pathway Financial Advisors
Vermont
$407K – – –
YWP
345
YorkBridge Wealth Partners
New York
$405K +$1.15K +16 +0.3%
RIS
346
Retirement Income Solutions
Michigan
$404K -$8.48K -118 -2%
AL
347
Aspiriant LLC
California
$399K – – –
SFM
348
Signet Financial Management
New Jersey
$398K -$7.76K -108 -2%
ESB
349
Essex Savings Bank
Connecticut
$398K +$362K +5,034 +839%
WAM
350
Wealthspire Advisors (Maryland)
Maryland
$396K -$30.2K -420 -7%
12 13
14
15 16