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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
426
NBC Securities
Alabama
$974K +$43.4K +401 +5%
DAS
427
Dynamic Advisor Solutions
Arizona
$973K +$303K +2,797 +49%
CIA
428
Concurrent Investment Advisors
Florida
$967K +$59.7K +552 +7%
WCA
429
Waypoint Capital Advisors
Minnesota
$966K – – –
AFG
430
Allegheny Financial Group
Pennsylvania
$962K -$216K -1,993 -19%
CSWM
431
Cassady Schiller Wealth Management
Ohio
$944K – – –
EWA
432
Etesian Wealth Advisors
Oregon
$936K – – –
EA
433
Eudaimonia Advisors
Tennessee
$924K +$56.6K +523 +7%
JJBC
434
James J. Burns & Company
New York
$915K -$335K -3,094 -27%
GA
435
GFS Advisors
Texas
$913K – – –
AFC
436
AFT Forsyth & Company
Florida
$912K +$2.27K +21 +0.3%
SVWAG
437
Sound View Wealth Advisors Group
Georgia
$911K -$4.22K -39 -0.5%
IWM
438
Iams Wealth Management
Nebraska
$909K +$886K +8,194 New
CWM
439
Calamos Wealth Management
Illinois
$907K – – –
SF
440
Summit Financial
New Jersey
$906K +$63.2K +584 +8%
TCA
441
Transcend Capital Advisors
New Jersey
$905K +$357K +3,304 +71%
SWM
442
Spire Wealth Management
Virginia
$904K +$37K +342 +5%
AF
443
Allworth Financial
California
$898K +$176K +1,628 +26%
LBC
444
Lowe Brockenbrough & Co
Virginia
$897K +$30.7K +284 +4%
RWM
445
Rockwood Wealth Management
Pennsylvania
$894K +$31.6K +292 +4%
R
446
Rebalance
California
$892K – – –
RIA
447
Regal Investment Advisors
Michigan
$883K -$558K -5,155 -40%
CAC
448
Certified Advisory Corp
Florida
$882K +$191K +1,762 +30%
IFG
449
Independent Financial Group
California
$880K -$9.3K -86 -1%
MFGP
450
Marshall Financial Group (Pennsylvania)
Pennsylvania
$877K +$649 +6 +0.1%
16 17
18
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