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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$1.61M +$185K +1,460 +14%
CIA
402
Concurrent Investment Advisors
Florida
$1.61M +$291K +2,300 +25%
PCH
403
PGIM Custom Harvest
New Jersey
$1.6M -$55.8K -441 -4%
SWM
404
Spire Wealth Management
Virginia
$1.6M -$65K -514 -4%
WTB
405
Washington Trust Bank
Washington
$1.59M -$72.1K -570 -5%
LGG
406
Luts & Greenleigh Group
Maryland
$1.58M +$39K +308 +3%
SWA
407
Sax Wealth Advisors
New Jersey
$1.58M +$40.2K +318 +3%
LSA
408
Lion Street Advisors
Texas
$1.58M -$58.6K -463 -4%
CT
409
Clearstead Trust
Maine
$1.57M +$2.15K +17 +0.2%
PCIA
410
Prime Capital Investment Advisors
Kansas
$1.54M -$88.2K -697 -6%
BOSSRA
411
B.O.S.S. Retirement Advisors
Utah
$1.54M -$153K -1,208 -10%
WH
412
Willner & Heller
California
$1.54M -$98.3K -777 -7%
PA
413
Parallel Advisors
California
$1.53M +$170K +1,346 +14%
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$1.52M -$64.3K -508 -4%
TMWM
415
Taylor & Morgan Wealth Management
Michigan
$1.51M -$12.4K -98 -0.9%
ODIJL
416
One Day In July LLC
Vermont
$1.48M – – –
AA
417
Ancora Advisors
Ohio
$1.47M +$20.4K +161 +2%
BAM
418
Belpointe Asset Management
Nevada
$1.47M +$10.4K +82 +0.8%
NPT
419
National Philanthropic Trust
Pennsylvania
$1.45M – – –
WAP
420
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$45.9K +363 +4%
AAP
421
Arax Advisory Partners
Colorado
$1.44M -$20.7M -163,888 -95%
WT
422
Whittier Trust
California
$1.43M – – –
FWP
423
FAS Wealth Partners
Kansas
$1.43M -$14.8K -117 -1%
CB
424
Cadence Bank
Mississippi
$1.43M -$5.19K -41 -0.4%
JJBC
425
James J. Burns & Company
New York
$1.42M -$3.54K -28 -0.3%
15 16
17
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