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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
451
Certified Advisory Corp
Florida
$515K -$120K -1,373 -17%
BFA
452
Bragg Financial Advisors
North Carolina
$514K +$174K +1,997 +44%
GWMIA
453
Global Wealth Management Investment Advisory
Florida
$513K -$300K -3,441 -35%
CCM
454
Cohen Capital Management
California
$513K +$522 +6 +0.1%
AA
455
Aire Advisors
California
$511K +$48.1K +552 +9%
NFC
456
Northeast Financial Consultants
Connecticut
$506K -$32.7K -375 -6%
YWP
457
YorkBridge Wealth Partners
New York
$505K -$119K -1,367 -18%
SFP
458
Sweet Financial Partners
Minnesota
$504K – – –
TFS
459
TrustCore Financial Services
Tennessee
$504K – – –
OWM
460
Orgel Wealth Management
Wisconsin
$503K +$553K +6,348 New
FI
461
Financial Insights
Washington
$501K -$296K -3,394 -35%
SIA
462
Soltis Investment Advisors
Utah
$496K – – –
CFG
463
Cooper Financial Group
California
$493K +$348 +4 +0.1%
CBFP
464
Cedar Brook Financial Partners
Ohio
$492K – – –
BWA
465
BlueSky Wealth Advisors
North Carolina
$484K – – –
TWP
466
Total Wealth Planning
Ohio
$483K -$87 -1 -0%
SC
467
SouthState Corp
Florida
$482K – – –
PFA
468
Pure Financial Advisors
California
$479K +$289K +3,318 +121%
NAM
469
NTV Asset Management
West Virginia
$477K -$50.5K -580 -9%
CWM
470
Congress Wealth Management
Massachusetts
$476K +$134K +1,535 +34%
VCM
471
Viewpoint Capital Management
Washington
$475K – – –
RT
472
Rockland Trust
Massachusetts
$473K +$9.06K +104 +2%
CWM
473
Cahaba Wealth Management
Georgia
$472K -$13.2K -151 -2%
PFA
474
Pathway Financial Advisors
Vermont
$471K – – –
PA
475
Parallel Advisors
California
$467K – – –
17 18
19
20 21