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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Manchester Capital Management
Vermont
$504K – – –
GC
502
Gratus Capital
Georgia
$502K +$100 +1 +0%
ESB
503
Essex Savings Bank
Connecticut
$500K – – –
FFN
504
Focus Financial Network
Minnesota
$490K +$485K +4,874 New
SW
505
StrongBox Wealth
Missouri
$488K -$698K -7,010 -59%
WTC
506
WhitTier Trust Company
Nevada
$488K – – –
CIC
507
Carnegie Investment Counsel
Ohio
$481K +$29.9K +300 +7%
CWM
508
Cornerstone Wealth Management
Missouri
$480K – – –
BFS
509
Bradley Foster & Sargent
Connecticut
$477K +$156K +1,570 +49%
CT
510
Caldwell Trust
Florida
$475K – – –
PFP
511
Paragon Financial Partners
California
$473K -$285K -2,859 -38%
PWP
512
Principle Wealth Partners
Connecticut
$469K -$10.8K -108 -2%
MCA
513
Maryland Capital Advisors
Maryland
$468K – – –
BWP
514
Baldwin Wealth Partners
Massachusetts
$468K +$48.9K +491 +12%
GC
515
Gilbert & Cook
Iowa
$466K – – –
IF
516
IRON Financial
Illinois
$466K – – –
DC
517
Davenport & Co
Virginia
$462K +$18.4K +185 +4%
C
518
Certuity
Florida
$458K – – –
LCM
519
Liberty Capital Management
Michigan
$456K -$3.98K -40 -0.9%
IWC
520
Integrated Wealth Concepts
Massachusetts
$452K -$31.9K -320 -7%
BFA
521
Bragg Financial Advisors
North Carolina
$452K +$106K +1,068 +31%
GFS
522
GYL Financial Synergies
Connecticut
$451K -$19.9K -200 -4%
CWM
523
Congress Wealth Management
Massachusetts
$450K -$4.01M -40,286 -90%
AA
524
Argent Advisors
Louisiana
$445K +$157K +1,580 +55%
AWA
525
Arkadios Wealth Advisors
Georgia
$443K -$22.8K -229 -5%
19 20
21
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