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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
476
First United Bank & Trust
Maryland
$724K – – –
FI
477
FWG Investments
Kentucky
$719K -$48.3K -440 -6%
EIP
478
Easterly Investment Partners
Massachusetts
$710K -$50.2K -457 -7%
SEIA
479
Signature Estate & Investment Advisors
California
$710K +$707K +6,435 New
HWA
480
Heritage Wealth Advisors
Virginia
$710K – – –
FA
481
Financial Alternatives
California
$709K – – –
NFC
482
Northeast Financial Consultants
Connecticut
$704K – – –
GFS
483
GYL Financial Synergies
Connecticut
$704K +$297K +2,705 +74%
IWM
484
Iams Wealth Management
Nebraska
$700K -$203K -1,850 -23%
GWSA
485
Global Wealth Strategies & Associates
Colorado
$695K -$8.24K -75 -1%
DT
486
Diversified Trust
Tennessee
$695K -$7.14K -65 -1%
RT
487
Rockland Trust
Massachusetts
$681K -$23.3K -212 -3%
NB
488
NBT Bank
New York
$678K – – –
RCM
489
Richardson Capital Management
Wisconsin
$675K – – –
PCMC
490
Planning Capital Management Corporation
Pennsylvania
$674K +$394K +3,583 +142%
GC
491
Guidance Capital
Kentucky
$666K -$18K -164 -3%
VCM
492
Viewpoint Capital Management
Washington
$662K – – –
CWM
493
Cahaba Wealth Management
Georgia
$657K +$330 +3 +0.1%
PFA
494
Pathway Financial Advisors
Vermont
$657K – – –
QCM
495
QRG Capital Management
Illinois
$651K +$30.8K +280 +5%
AP
496
Appleton Partners
Massachusetts
$648K -$16.5K -150 -2%
MFG
497
Magnus Financial Group
New York
$647K -$60.5K -551 -9%
BWA
498
BlueSky Wealth Advisors
North Carolina
$646K – – –
LIM
499
Leavell Investment Management
Alabama
$640K +$2.42K +22 +0.4%
SFO
500
Standard Family Office
South Dakota
$638K – – –
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