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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
376
NCM Capital Management
New Jersey
$674K – – –
FIM
377
Freedom Investment Management
Connecticut
$672K +$27.4K +318 +4%
IAN
378
Integrated Advisors Network
Texas
$660K -$947 -11 -0.1%
CAL
379
Capital Analysts LLC
Pennsylvania
$654K +$4.99K +58 +0.7%
KFI
380
Key Financial Inc
Pennsylvania
$648K – – –
B
381
Bensler
Washington
$644K +$1.55K +18 +0.2%
WTA
382
Washington Trust Advisors
Massachusetts
$634K -$31.2K -363 -4%
RWM
383
Rockwood Wealth Management
Pennsylvania
$628K – – –
CWM
384
Calamos Wealth Management
Illinois
$628K – – –
KCM
385
Karp Capital Management
California
$621K -$189K -2,193 -22%
CI
386
CX Institutional
Indiana
$617K +$105K +1,216 +18%
SFP
387
Sweet Financial Partners
Minnesota
$617K +$131K +1,517 +24%
S
388
SignatureFD
Georgia
$616K +$6.11K +71 +0.9%
ASN
389
Advisory Services Network
Georgia
$615K -$61.8K -718 -8%
CWM
390
Cahill Wealth Management
Michigan
$614K -$158K -1,835 -19%
CGPCS
391
Capital Group Private Client Services
California
$614K +$673K +7,824 New
RRA
392
Round Rock Advisors
Connecticut
$613K -$23.8K -277 -3%
WIM
393
WealthPlan Investment Management
Nebraska
$612K +$614K +7,130 New
MHS
394
M Holdings Securities
Oregon
$610K -$104K -1,205 -13%
BAM
395
Belpointe Asset Management
Nevada
$610K +$13.2K +153 +2%
WI
396
Wintrust Investments
Illinois
$599K -$3.27K -38 -0.5%
MFGP
397
Marshall Financial Group (Pennsylvania)
Pennsylvania
$597K – – –
RWP
398
Revolve Wealth Partners
New Jersey
$597K – – –
LBC
399
Lowe Brockenbrough & Co
Virginia
$594K – – –
EP
400
Eudaimonia Partners
Tennessee
$593K -$325K -3,776 -33%
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16
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