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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
401
Cassady Schiller Wealth Management
Ohio
$727K +$427K +5,079 +140%
SF
402
SBK Financial
Virginia
$726K -$1.23M -14,638 -63%
WCA
403
Waypoint Capital Advisors
Minnesota
$723K – – –
IAG
404
Investmark Advisory Group
Connecticut
$722K +$727K +8,635 New
NCM
405
NCM Capital Management
New Jersey
$714K -$4.88K -58 -0.7%
BIG
406
Builder Investment Group
Georgia
$711K +$716K +8,510 New
GSIAS
407
Garden State Investment Advisory Services
New Jersey
$708K +$712K +8,464 New
CPIG
408
Chicago Partners Investment Group
Illinois
$706K -$123K -1,464 -16%
OW
409
Olistico Wealth
Oklahoma
$699K +$704K +8,364 New
FCB
410
First Command Bank
Texas
$697K -$102K -1,208 -13%
FCFS
411
First Command Financial Services
Texas
$697K -$102K -1,208 -13%
FIM
412
Freedom Investment Management
Connecticut
$693K -$22.6K -268 -3%
CAC
413
Certified Advisory Corp
Florida
$692K +$116K +1,384 +20%
B
414
Bensler
Washington
$687K +$252 +3 +0%
BOSSRA
415
B.O.S.S. Retirement Advisors
Utah
$686K +$691K +8,205 New
EWA
416
Etesian Wealth Advisors
Oregon
$686K +$690K +8,200 New
R
417
Rebalance
California
$685K +$690K +8,199 New
TC
418
TownSquare Capital
Utah
$683K +$688K +8,170 New
WFM
419
Wolff Financial Management
Michigan
$682K -$487K -5,791 -41%
EFS
420
Essex Financial Services
Connecticut
$671K -$298K -3,543 -31%
KP
421
Keel Point
Alabama
$670K +$452K +5,375 +204%
GWSA
422
Global Wealth Strategies & Associates
Colorado
$668K +$672K +7,990 New
AFC
423
AFT Forsyth & Company
Florida
$666K -$122K -1,455 -15%
EA
424
Eudaimonia Advisors
Tennessee
$665K -$190K -2,254 -22%
CWM
425
Calamos Wealth Management
Illinois
$664K -$5.22K -62 -0.8%
15 16
17
18 19