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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$97K – – –
ACS
402
Archford Capital Strategies
Illinois
$95K +$98.2K +1,572 New
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$93K +$88.5K +1,418 +1,477%
PCA
404
Providence Capital Advisors
North Carolina
$90K – – –
WB
405
Webster Bank
Connecticut
$80K – – –
OIA
406
Optimum Investment Advisors
Illinois
$79K +$79.8K +1,278 New
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$78.7K – – –
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$78K – – –
APP
409
Avantax Planning Partners
Iowa
$78K +$78.9K +1,264 New
TC
410
Trust Company
Kansas
$77K – – –
TFS
411
TrustCore Financial Services
Tennessee
$74K – – –
BWA
412
BDO Wealth Advisors
Florida
$72K +$1.87K +30 +3%
BWL
413
Bogart Wealth LLC
Virginia
$69K -$999 -16 -1%
VDFA
414
Vickerman & Driscoll Financial Advisors
Washington
$67K -$34K -544 -33%
FC
415
Ferris Capital
Massachusetts
$64K +$65.3K +1,046 New
CHC
416
City Holding Co
West Virginia
$63K – – –
FPF
417
FNY Partners Fund
New York
$62K -$7.37K -118 -10%
FEG
418
Financial Enhancement Group
Indiana
$61K +$62.4K +1,000 New
SIAP
419
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K – – –
FMTCOCP
420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58.4K – – –
SNT
421
Security National Trust
West Virginia
$52K -$4.75K -76 -8%
RWM
422
Raffa Wealth Management
District of Columbia
$51.4K +$125 +2 +0.2%
JCM
423
Jacobi Capital Management
Pennsylvania
$51K +$125 +2 +0.2%
CPIG
424
Chicago Partners Investment Group
Illinois
$50K – – –
HR
425
Howe & Rusling
New York
$50K – – –
15 16
17
18 19