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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
476
REAP Financial Group
Texas
$754K +$684K +7,214 New
VA
477
Valmark Advisers
Ohio
$752K -$37K -390 -5%
RWP
478
Revolve Wealth Partners
New Jersey
$751K -$948 -10 -0.1%
FI
479
FWG Investments
Kentucky
$746K +$677K +7,142 New
LW
480
Linscomb Wealth
Texas
$744K -$2.84K -30 -0.4%
FIM
481
Freedom Investment Management
Connecticut
$741K +$11.1K +117 +2%
CT
482
Colonial Trust
South Carolina
$734K +$25.8K +272 +4%
GSIAS
483
Garden State Investment Advisory Services
New Jersey
$725K -$14.2K -150 -2%
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$725K +$285K +3,007 +77%
PG
485
Patten Group
Tennessee
$724K -$43.2K -456 -6%
RRA
486
Round Rock Advisors
Connecticut
$722K +$50.2K +530 +8%
EIP
487
Easterly Investment Partners
Massachusetts
$720K – – –
ATPW
488
Ashton Thomas Private Wealth
Arizona
$720K +$51.8K +546 +9%
RSWM
489
Robertson Stephens Wealth Management
California
$717K – – –
HCA
490
Harbour Capital Advisors
Virginia
$715K – – –
NCM
491
Next Capital Management
New York
$711K -$7.96K -84 -1%
LB
492
Legacy Bridge
Iowa
$711K -$39.3K -415 -6%
LIM
493
Leavell Investment Management
Alabama
$692K +$36.1K +381 +6%
RT
494
Rockland Trust
Massachusetts
$690K -$28.4K -300 -4%
FUBT
495
First United Bank & Trust
Maryland
$687K -$3.7K -39 -0.6%
GWSA
496
Global Wealth Strategies & Associates
Colorado
$686K -$9.48K -100 -1%
DDC
497
DF Dent & Co
Maryland
$681K +$618K +6,515 New
TC
498
TownSquare Capital
Utah
$679K -$6.45K -68 -1%
HWA
499
Heritage Wealth Advisors
Virginia
$672K – – –
FA
500
Financial Alternatives
California
$671K – – –
18 19
20
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