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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
451
Burt Wealth Advisors
Maryland
$586K -$6.25K -70 -1%
FA
452
Financial Alternatives
California
$585K – – –
NFC
453
Northeast Financial Consultants
Connecticut
$581K – – –
MA
454
MONECO Advisors
Connecticut
$581K +$171K +1,919 +43%
CS
455
Capital Square
Tennessee
$571K – – –
SIA
456
Soltis Investment Advisors
Utah
$570K – – –
AT
457
American Trust
Kentucky
$570K +$18.1K +203 +3%
UCMOK
458
United Capital Management of KS
Kansas
$566K -$44.1K -494 -7%
CBFP
459
Cedar Brook Financial Partners
Ohio
$565K – – –
AP
460
Appleton Partners
Massachusetts
$562K -$49.1K -550 -8%
CWM
461
Congress Wealth Management
Massachusetts
$560K -$12.1M -135,618 -96%
BWA
462
BlueSky Wealth Advisors
North Carolina
$556K – – –
SC
463
SouthState Corp
Florida
$554K – – –
LMKC
464
L.M. Kohn & Company
Ohio
$552K -$2.68K -30 -0.5%
PPP
465
Private Portfolio Partners
New Jersey
$552K -$13.4K -150 -2%
WKSWA
466
White Knight Strategic Wealth Advisors
New Jersey
$550K -$7.59K -85 -1%
OL
467
Owen LaRue
Kentucky
$548K – – –
NAM
468
NTV Asset Management
West Virginia
$548K – – –
SWP
469
Summit Wealth Partners
Florida
$547K – – –
MFG
470
Magnus Financial Group
New York
$547K +$9.37K +105 +2%
CWM
471
Cahaba Wealth Management
Georgia
$546K -$44K -493 -8%
VCM
472
Viewpoint Capital Management
Washington
$546K – – –
RIS
473
Retirement Income Solutions
Michigan
$544K -$11.7K -131 -2%
BFC
474
Bedel Financial Consulting
Indiana
$542K +$37.9K +425 +8%
PFA
475
Pathway Financial Advisors
Vermont
$542K – – –
17 18
19
20 21