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iShares Russell Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
376
YorkBridge Wealth Partners
New York
$349K – – –
LB
377
Legacy Bridge
Iowa
$347K -$635K -8,720 -60%
RIS
378
Retirement Income Solutions
Michigan
$347K – – –
IFP Advisors
379
IFP Advisors
Florida
$344K -$21K -288 -5%
Aspiriant LLC
380
Aspiriant LLC
California
$343K – – –
HIS
381
Horizon Investment Services
Indiana
$343K +$95.5K +1,310 +30%
Wealthspire Advisors (Maryland)
382
Wealthspire Advisors (Maryland)
Maryland
$341K +$146 +2 +0%
Wealthspire Advisors (New York)
383
Wealthspire Advisors (New York)
New York
$341K +$409K +5,608 New
IHT Wealth Management
384
IHT Wealth Management
Illinois
$339K -$9.33K -128 -2%
Westfield Capital Management
385
Westfield Capital Management
Massachusetts
$338K – – –
IWS
386
Insight Wealth Strategies
California
$334K -$16.2M -221,716 -98%
VWA
387
V Wealth Advisors
Kansas
$333K +$36.1K +496 +10%
Western Wealth Management
388
Western Wealth Management
Colorado
$330K -$26.2K -360 -6%
R.M. Davis Inc
389
R.M. Davis Inc
Maine
$326K – – –
Global Retirement Partners
390
Global Retirement Partners
California
$323K +$25.6K +352 +7%
PFA
391
Pathway Financial Advisors
Vermont
$322K – – –
Simon Quick Advisors
392
Simon Quick Advisors
New Jersey
$318K -$60.8K -834 -14%
Parallel Advisors
393
Parallel Advisors
California
$317K – – –
CHJWM
394
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K +$2.33K +32 +0.7%
MM
395
Meridian Management
Arkansas
$316K – – –
FSA
396
Financial Sense Advisors
California
$315K +$16.5K +226 +5%
Lincoln National Corp
397
Lincoln National Corp
Pennsylvania
$312K +$88.5K +1,214 +31%
TC
398
TownSquare Capital
Utah
$309K +$62.7K +860 +23%
SWM
399
SVA Wealth Management
Wisconsin
$307K -$30K -412 -8%
MCM
400
Manchester Capital Management
Vermont
$305K -$125K -1,720 -26%