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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
376
Independent Financial Group
California
$755K -$16.1K -185 -2%
CPIG
377
Chicago Partners Investment Group
Illinois
$755K -$54.6K -627 -7%
SW
378
SVB Wealth
Massachusetts
$748K -$47K -540 -5%
AFC
379
AFT Forsyth & Company
Florida
$746K -$10.8K -124 -1%
FA
380
FDx Advisors
Illinois
$737K -$100K -1,148 -11%
GT
381
Greenleaf Trust
Michigan
$732K -$6.53K -75 -0.8%
FCB
382
First Command Bank
Texas
$732K – – –
FCFS
383
First Command Financial Services
Texas
$732K – – –
PPW
384
PACK Private Wealth
Minnesota
$724K +$8.88K +102 +1%
LI
385
LMCG Investments
Massachusetts
$721K +$263K +3,020 +50%
MWM
386
Meridian Wealth Management
Kentucky
$719K +$170K +1,949 +27%
EWS
387
Evergreen Wealth Solutions
Pennsylvania
$718K +$474K +5,440 +150%
MHS
388
M Holdings Securities
Oregon
$711K -$23.7K -272 -3%
FCH
389
Freestone Capital Holdings
Washington
$685K -$105K -1,206 -12%
WCA
390
Waypoint Capital Advisors
Minnesota
$685K -$38.1K -438 -5%
NCM
391
NCM Capital Management
New Jersey
$681K +$15.7K +180 +2%
ASN
392
Advisory Services Network
Georgia
$678K -$22.4K -257 -3%
RJT
393
Raymond James Trust
Florida
$677K -$52.3K -601 -7%
QCG
394
Quadrant Capital Group
Ohio
$672K -$10K -115 -1%
WTA
395
Washington Trust Advisors
Massachusetts
$670K +$15.2K +174 +2%
IAN
396
Integrated Advisors Network
Texas
$667K -$79.9K -917 -10%
KFI
397
Key Financial Inc
Pennsylvania
$664K – – –
GSWM
398
Greenup Street Wealth Management
Michigan
$661K -$3.51M -40,335 -83%
CAL
399
Capital Analysts LLC
Pennsylvania
$656K -$357K -4,103 -33%
FIM
400
Freedom Investment Management
Connecticut
$653K -$146K -1,675 -17%
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