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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
376
Prospera Financial Services
Texas
$346K +$9.18K +132 +3%
IWP
377
Icon Wealth Partners
Texas
$345K – – –
CA
378
Commerzbank Aktiengesellschaft
Germany
$343K – – –
SC
379
Scotia Capital
Ontario, Canada
$339K – – –
SC
380
SouthState Corp
Florida
$338K – – –
SWM
381
SVA Wealth Management
Wisconsin
$335K -$109K -1,572 -25%
FNBOO
382
First National Bank of Omaha
Nebraska
$335K -$6.26K -90 -2%
PFA
383
Pure Financial Advisors
California
$332K -$5.7K -82 -2%
BP
384
Ballentine Partners
Massachusetts
$332K +$74.7K +1,074 +30%
SSWM
385
Smith Salley Wealth Management
North Carolina
$332K +$324K +4,658 New
CWS
386
Cypress Wealth Services
California
$327K -$14.2K -204 -4%
HIS
387
Horizon Investment Services
Indiana
$327K +$24.9K +358 +8%
AIA
388
Armor Investment Advisors
North Carolina
$321K – – –
GT
389
Greenleaf Trust
Michigan
$321K – – –
FT
390
Fiduciary Trust
Massachusetts
$316K -$44.2K -636 -13%
ST
391
Smithfield Trust
Pennsylvania
$315K – – –
WPC
392
White Pine Capital
Minnesota
$312K – – –
RCAG
393
Rehmann Capital Advisory Group
Michigan
$311K +$75.1K +1,080 +33%
BL
394
Balentine LLC
Georgia
$309K – – –
IWC
395
Integrated Wealth Concepts
Massachusetts
$306K +$14.6K +210 +5%
GIM
396
Goelzer Investment Management
Indiana
$301K – – –
UWPG
397
Ullmann Wealth Partners Group
Florida
$296K – – –
AWS
398
AJ Wealth Strategies
New York
$295K – – –
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$292K -$53.7K -772 -16%
MC
400
Middleton & Co
Massachusetts
$292K – – –
14 15
16
17 18