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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
376
Private Trust Company
Ohio
$947K +$54.2K +567 +6%
BCM
377
Brookstone Capital Management
Illinois
$942K -$325K -3,401 -24%
BFS
378
Bradley Foster & Sargent
Connecticut
$937K – – –
SSWM
379
Smith Salley Wealth Management
North Carolina
$933K – – –
TA
380
Tiedemann Advisors
New York
$926K – – –
ASN
381
Advisory Services Network
Georgia
$923K +$45.2K +473 +5%
HAS
382
Holland Advisory Services
Florida
$913K -$31.6K -331 -3%
KFI
383
Key Financial Inc
Pennsylvania
$912K – – –
PCG
384
Prosperity Consulting Group
Maryland
$909K +$952K +9,955 New
EIA
385
Eldridge Investment Advisors
New Hampshire
$897K – – –
WMP
386
Wealth Management Partners
Arizona
$897K -$7.55K -79 -0.8%
FT
387
Fiduciary Trust
Massachusetts
$896K – – –
EWM
388
EPG Wealth Management
Georgia
$895K -$1.15K -12 -0.1%
PPW
389
PACK Private Wealth
Minnesota
$893K -$3.44K -36 -0.4%
EG
390
Ellerson Group
Maryland
$892K -$23.9K -250 -2%
MWM
391
Mission Wealth Management
California
$880K -$62.7K -656 -6%
BWM
392
Brickley Wealth Management
California
$865K -$26.8K -280 -3%
CSPAM
393
Cary Street Partners Asset Management
Virginia
$858K – – –
WSFS
394
Wilmington Savings Fund Society
Delaware
$854K – – –
PCH
395
PGIM Custom Harvest
New Jersey
$838K +$563K +5,894 +180%
LI
396
LMCG Investments
Massachusetts
$831K – – –
MA
397
MONECO Advisors
Connecticut
$830K +$34.3K +359 +4%
SWA
398
Strata Wealth Advisors
Texas
$825K +$864K +9,033 New
CAL
399
Capital Analysts LLC
Pennsylvania
$825K +$65.3K +683 +8%
FTUS
400
Flow Traders U.S.
New York
$824K +$863K +9,023 New
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16
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