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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
426
OneDigital Investment Advisors
Kansas
$1.46M -$98.7K -716 -7%
SIA
427
Stegner Investment Associates
Kentucky
$1.45M -$48.1K -349 -3%
MA
428
MONECO Advisors
Connecticut
$1.44M +$71.4K +518 +6%
TCA
429
Transcend Capital Advisors
New Jersey
$1.43M +$48.7K +353 +4%
MPPHD
430
Maloon Powers Pitre Higgins & Dennehy
California
$1.43M +$1.35M +9,772 New
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$1.42M -$210K -1,520 -14%
BAM
432
Belpointe Asset Management
Nevada
$1.42M -$47.6K -345 -3%
FWIA
433
Fort Washington Investment Advisors
Ohio
$1.41M – – –
FIA
434
Foundations Investment Advisors
Arizona
$1.41M -$75.1K -545 -5%
VWM
435
Vertrix Wealth Management
Michigan
$1.4M -$101K -736 -7%
TMWM
436
Taylor & Morgan Wealth Management
Michigan
$1.4M -$97.6K -708 -7%
CTC
437
Central Trust Company
Missouri
$1.39M -$47.1K -342 -3%
PCH
438
PGIM Custom Harvest
New Jersey
$1.39M -$414 -3 -0%
SFS
439
Sowell Financial Services
Arkansas
$1.37M +$400K +2,902 +45%
AG
440
AlTi Global
New York
$1.37M -$14.5K -105 -1%
DWAM
441
Duncan Williams Asset Management
Tennessee
$1.35M +$276 +2 +0%
AL
442
Aspiriant LLC
California
$1.33M -$70.3K -510 -5%
BIA
443
BHK Investment Advisors
Alabama
$1.33M -$27.4K -199 -2%
NS
444
NBC Securities
Alabama
$1.33M -$40.9K -297 -3%
HSA
445
HBK Sorce Advisory
Pennsylvania
$1.33M -$7.3K -53 -0.6%
PPW
446
PACK Private Wealth
Minnesota
$1.32M – – –
AA
447
Ancora Advisors
Ohio
$1.3M -$277K -2,013 -19%
MC
448
Matters Capital
Florida
$1.29M +$138 +1 +0%
TFGT
449
TS Financial Group (TSFG)
Illinois
$1.29M -$8.27K -60 -0.7%
SHF
450
Stage Harbor Financial
Massachusetts
$1.28M +$199K +1,444 +20%
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