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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
376
Mission Wealth Management
California
$852K -$421 -5 -0%
WSFS
377
Wilmington Savings Fund Society
Delaware
$849K – – –
BWM
378
Brickley Wealth Management
California
$848K -$8.92K -106 -1%
JJBC
379
James J. Burns & Company
New York
$844K -$168 -2 -0%
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$838K +$171K +2,026 +34%
HWA
381
Heritage Wealth Advisors
Virginia
$836K – – –
TA
382
Tiedemann Advisors
New York
$831K – – –
GRP
383
Global Retirement Partners
California
$830K +$4.88K +58 +0.6%
EIA
384
Eldridge Investment Advisors
New Hampshire
$821K +$5.05K +60 +0.6%
EWM
385
EPG Wealth Management
Georgia
$819K -$75.5K -897 -8%
WH
386
Willner & Heller
California
$804K -$39.5K -469 -5%
MWM
387
Meridian Wealth Management
Kentucky
$804K +$48.5K +576 +6%
IWM
388
IHT Wealth Management
Illinois
$794K +$3.96K +47 +0.5%
LSA
389
Lion Street Advisors
Texas
$792K +$44.6K +530 +9%
GT
390
Greenleaf Trust
Michigan
$786K – – –
SW
391
SVB Wealth
Massachusetts
$783K -$9.76K -116 -1%
BIA
392
BHK Investment Advisors
Alabama
$777K -$163K -1,939 -17%
IFG
393
Independent Financial Group
California
$775K -$4.46K -53 -0.6%
PPW
394
PACK Private Wealth
Minnesota
$764K – – –
CPO
395
Cerity Partners OCIO
New York
$763K -$74.7K -887 -9%
LI
396
LMCG Investments
Massachusetts
$760K – – –
RJT
397
Raymond James Trust
Florida
$748K -$26.3K -312 -3%
CAL
398
Capital Analysts LLC
Pennsylvania
$741K +$44.4K +527 +6%
HTC
399
Haverford Trust Company
Pennsylvania
$737K – – –
SQA
400
Simon Quick Advisors
New Jersey
$734K +$2.1K +25 +0.3%
14 15
16
17 18