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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
501
Bearing Point Capital
Minnesota
$860K +$862K +6,783 New
GFP
502
Gryphon Financial Partners
Ohio
$859K +$24.5K +193 +3%
RRA
503
Round Rock Advisors
Connecticut
$858K – – –
NFG
504
Nations Financial Group
Iowa
$856K -$12.2K -96 -1%
HTC
505
Haverford Trust Company
Pennsylvania
$856K – – –
WIA
506
World Investment Advisors
California
$854K +$475K +3,737 +125%
NCM
507
Next Capital Management
New York
$851K – – –
CSWM
508
Cassady Schiller Wealth Management
Ohio
$851K -$62.3K -490 -7%
SFPG
509
Stonebridge Financial Planning Group
Florida
$850K -$6.99K -55 -0.8%
GSIAS
510
Garden State Investment Advisory Services
New Jersey
$847K – – –
CTC
511
Central Trust Company
Missouri
$843K – – –
QCM
512
QRG Capital Management
Illinois
$842K -$17.4K -137 -2%
CWM
513
Cahaba Wealth Management
Georgia
$839K -$9.41K -74 -1%
FUBT
514
First United Bank & Trust
Maryland
$827K -$4.45K -35 -0.5%
EIP
515
Easterly Investment Partners
Massachusetts
$816K – – –
SEIA
516
Signature Estate & Investment Advisors
California
$816K – – –
WGCA
517
Wolf Group Capital Advisors
Virginia
$816K – – –
HWA
518
Heritage Wealth Advisors
Virginia
$816K – – –
SMA
519
Sage Mountain Advisors
Georgia
$813K +$362K +2,848 +80%
AWM
520
Apollon Wealth Management
South Carolina
$812K +$454K +3,569 +126%
CT
521
Colonial Trust
South Carolina
$810K -$2.29K -18 -0.3%
AUB
522
Atlantic Union Bankshares
Virginia
$810K – – –
PWW
523
Pettyjohn Wood & White
Virginia
$809K – – –
AFWM
524
AMJ Financial Wealth Management
Virginia
$806K +$371K +2,918 +85%
NFC
525
Northeast Financial Consultants
Connecticut
$802K – – –
19 20
21
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