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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
376
Integrated Wealth Concepts
Massachusetts
$1.21M -$1.22M -11,118 -50%
BFS
377
Bradley Foster & Sargent
Connecticut
$1.21M +$102K +930 +9%
CWM
378
Cranbrook Wealth Management
Michigan
$1.21M -$1.98K -18 -0.2%
SCA
379
Stillwater Capital Advisors
Pennsylvania
$1.2M -$1.2M -10,954 -50%
PCH
380
PGIM Custom Harvest
New Jersey
$1.2M +$24.6K +224 +2%
WH
381
Willner & Heller
California
$1.2M +$10.3K +94 +0.9%
DADC
382
D.A. Davidson & Co
Montana
$1.2M -$34.7K -316 -3%
FWP
383
FAS Wealth Partners
Kansas
$1.19M -$9.23K -84 -0.8%
SWP
384
Summit Wealth Partners
Florida
$1.18M +$89.1K +811 +8%
RMCM
385
Reynders McVeigh Capital Management
Massachusetts
$1.18M -$76.9K -700 -6%
CAL
386
Capital Analysts LLC
Pennsylvania
$1.18M +$150K +1,367 +15%
P
387
&Partners
Tennessee
$1.17M +$955K +8,689 +446%
WT
388
Whittier Trust
California
$1.17M – – –
ODIJL
389
One Day In July LLC
Vermont
$1.17M -$181K -1,649 -14%
EWM
390
EPG Wealth Management
Georgia
$1.15M -$1.15M -10,429 Closed
NPT
391
National Philanthropic Trust
Pennsylvania
$1.15M – – –
MFG
392
MidWestOne Financial Group
Iowa
$1.14M – – –
IFG
393
Independent Financial Group
California
$1.14M +$286K +2,603 +34%
CAC
394
Certified Advisory Corp
Florida
$1.13M +$278K +2,529 +33%
EIA
395
Eldridge Investment Advisors
New Hampshire
$1.11M +$14.8K +135 +1%
SSWM
396
Smith Salley Wealth Management
North Carolina
$1.1M -$102K -932 -9%
KFI
397
Key Financial Inc
Pennsylvania
$1.1M – – –
BIA
398
BHK Investment Advisors
Alabama
$1.09M -$5.49K -50 -0.5%
MWM
399
Mission Wealth Management
California
$1.09M -$35.7K -325 -3%
OGF
400
Orin Green Financial
California
$1.09M +$1.08M +9,858 New
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