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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$807K +$111K +1,014 +16%
BBA
452
BLB&B Advisors
Pennsylvania
$807K -$243K -2,215 -23%
AF
453
Affiance Financial
Minnesota
$797K – – –
CSWM
454
Cassady Schiller Wealth Management
Ohio
$795K -$117K -1,068 -13%
RWP
455
Revolve Wealth Partners
New Jersey
$793K -$20.5K -187 -3%
SFPG
456
Stonebridge Financial Planning Group
Florida
$786K +$88.9K +809 +13%
ECM
457
Evergreen Capital Management
Washington
$786K +$80.2K +730 +11%
EW
458
Element Wealth
Mississippi
$785K +$243K +2,208 +45%
LW
459
Linscomb Wealth
Texas
$783K +$1.87K +17 +0.2%
VA
460
Valmark Advisers
Ohio
$781K +$220 +2 +0%
SFP
461
Sweet Financial Partners
Minnesota
$781K – – –
HCA
462
Harbour Capital Advisors
Virginia
$780K – – –
GSIAS
463
Garden State Investment Advisory Services
New Jersey
$765K -$110 -1 -0%
CPSC
464
Carl P. Sherr & Co
Massachusetts
$760K -$330 -3 -0%
RSWM
465
Robertson Stephens Wealth Management
California
$758K -$11.8K -107 -2%
AA
466
Argent Advisors
Louisiana
$757K -$27.5K -250 -4%
LB
467
Legacy Bridge
Iowa
$751K – – –
B
468
Bensler
Washington
$751K +$220 +2 +0%
ATPW
469
Ashton Thomas Private Wealth
Arizona
$750K -$7.25K -66 -1%
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$749K +$43.6K +397 +6%
CT
471
Colonial Trust
South Carolina
$748K -$22.2K -202 -3%
RRA
472
Round Rock Advisors
Connecticut
$747K -$14.2K -129 -2%
HTC
473
Haverford Trust Company
Pennsylvania
$745K -$68.3K -622 -8%
VR
474
Valued Retirements
Texas
$731K +$427K +3,891 +142%
CFO
475
Callan Family Office
Pennsylvania
$726K +$189K +1,716 +35%
17 18
19
20 21