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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Evercore Wealth Management
New York
$72K – – –
TFS
402
TrustCore Financial Services
Tennessee
$72K +$70.5K +1,200 New
BWA
403
BDO Wealth Advisors
Florida
$69K – – –
BWL
404
Bogart Wealth LLC
Virginia
$69K – – –
FPF
405
FNY Partners Fund
New York
$68K +$30.6K +520 +86%
SIMG
406
Stephens Investment Management Group
Texas
$65K +$63.6K +1,082 New
CIM
407
Contravisory Investment Management
Massachusetts
$64K +$9.52K +162 +18%
CHC
408
City Holding Co
West Virginia
$62K – – –
WA
409
Winfield Associates
Ohio
$61K – – –
SIAP
410
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
WTB
411
Washington Trust Bank
Washington
$59K +$5.29K +90 +10%
FMTCOCP
412
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57.3K – – –
SNT
413
Security National Trust
West Virginia
$56K – – –
JCM
414
Jacobi Capital Management
Pennsylvania
$53K +$50.2K +854 New
RWM
415
Raffa Wealth Management
District of Columbia
$50.3K +$235 +4 +0.5%
CPIG
416
Chicago Partners Investment Group
Illinois
$49K – – –
HR
417
Howe & Rusling
New York
$49K – – –
VIA
418
Vantage Investment Advisors
Pennsylvania
$49K +$9.99K +170 +27%
FANJ
419
Financial Architects (New Jersey)
New Jersey
$48K -$4.58K -78 -9%
AOWM
420
Alpha Omega Wealth Management
Virginia
$48K – – –
JGIA
421
Jackson Grant Investment Advisers
Connecticut
$48K +$47.3K +804 New
JFA
422
JNBA Financial Advisors
Minnesota
$45K – – –
GFP
423
Gryphon Financial Partners
Ohio
$44K +$43.3K +736 New
PCTC
424
Perkins Coie Trust Company
Washington
$42K -$3.53K -60 -8%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$42K – – –
15 16
17
18 19