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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Mutual Advisors
Nebraska
$623K -$38.2K -328 -6%
MFW
502
Mosaic Family Wealth
Missouri
$615K -$23.2K -199 -4%
WANY
503
Wealthspire Advisors (New York)
New York
$615K -$15.4K -132 -2%
RMDI
504
R.M. Davis Inc
Maine
$615K – – –
ABC
505
Associated Banc-Corp
Wisconsin
$610K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$607K -$26K -223 -4%
FWM
507
Fingerlakes Wealth Management
New York
$605K +$611K +5,237 New
RTL
508
Red Tortoise LLC
Georgia
$603K – – –
MAM
509
Meeder Asset Management
Ohio
$601K -$514K -4,410 -46%
VWA
510
V Wealth Advisors
Kansas
$599K -$12.5K -107 -2%
MM
511
Meridian Management
Arkansas
$599K – – –
PFA
512
Pathway Financial Advisors
Vermont
$597K +$694K +5,950 New
CSWM
513
Cassady Schiller Wealth Management
Ohio
$595K +$602K +5,165 New
FPW
514
Flagship Private Wealth
Massachusetts
$579K – – –
MCM
515
Manchester Capital Management
Vermont
$578K – – –
GC
516
Gratus Capital
Georgia
$576K +$117 +1 +0%
RCAG
517
Rehmann Capital Advisory Group
Michigan
$573K +$233 +2 +0%
ESB
518
Essex Savings Bank
Connecticut
$573K – – –
CAM
519
Cozad Asset Management
Illinois
$572K -$330K -2,830 -36%
LC
520
LCNB Corp
Ohio
$571K -$2.33K -20 -0.4%
MYIA
521
Mount Yale Investment Advisors
Colorado
$566K +$573K +4,913 New
MF
522
Meridian Financial
Massachusetts
$563K +$570K +4,888 New
TWP
523
Total Wealth Planning
Ohio
$560K -$261K -2,242 -35%
WTC
524
WhitTier Trust Company
Nevada
$559K – – –
IWC
525
Integrated Wealth Concepts
Massachusetts
$555K +$3.5K +30 +0.6%
19 20
21
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