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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
451
Allegheny Financial Group
Pennsylvania
$663K +$30.2K +331 +5%
FUBT
452
First United Bank & Trust
Maryland
$661K -$1.37K -15 -0.2%
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$661K +$88.9K +975 +17%
GWSA
454
Global Wealth Strategies & Associates
Colorado
$659K -$10.8K -119 -2%
ATPW
455
Ashton Thomas Private Wealth
Arizona
$655K +$15.1K +166 +3%
TC
456
Trilogy Capital
California
$650K -$8.84K -97 -1%
SWM
457
Spire Wealth Management
Virginia
$645K -$908K -9,965 -60%
CCMG
458
Clark Capital Management Group
Pennsylvania
$643K +$85.9K +943 +17%
1SB
459
1ST Source Bank
Indiana
$639K -$18.2K -200 -3%
HWA
460
Heritage Wealth Advisors
Virginia
$628K – – –
BWA
461
Burt Wealth Advisors
Maryland
$622K – – –
CS
462
Capital Square
Tennessee
$621K – – –
FA
463
Financial Alternatives
California
$620K – – –
NFC
464
Northeast Financial Consultants
Connecticut
$617K – – –
CAC
465
Certified Advisory Corp
Florida
$615K -$145K -1,594 -20%
AT
466
American Trust
Kentucky
$606K +$911 +10 +0.2%
CBFP
467
Cedar Brook Financial Partners
Ohio
$600K – – –
AP
468
Appleton Partners
Massachusetts
$597K – – –
LMKC
469
L.M. Kohn & Company
Ohio
$586K – – –
WKSWA
470
White Knight Strategic Wealth Advisors
New Jersey
$582K -$1.82K -20 -0.3%
NAM
471
NTV Asset Management
West Virginia
$582K – – –
SWP
472
Summit Wealth Partners
Florida
$581K +$182 +2 +0%
SC
473
SouthState Corp
Florida
$581K -$7.2K -79 -1%
MFG
474
Magnus Financial Group
New York
$580K +$273 +3 +0%
VCM
475
Viewpoint Capital Management
Washington
$580K – – –
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19
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