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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
501
Jacobs Equity
Utah
$1.06M +$1.08M +7,713 New
OC
502
Oarsman Capital
Wisconsin
$1.05M – – –
ABWM
503
Alpine Bank Wealth Management
Colorado
$1.05M – – –
CAS
504
Coppell Advisory Solutions
Texas
$1.03M – – –
KFI
505
Key Financial Inc
Pennsylvania
$1.03M – – –
FB
506
Fulton Bank
Pennsylvania
$1.02M – – –
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$1.02M -$839 -6 -0.1%
BFC
508
Bedel Financial Consulting
Indiana
$1.01M +$15.1K +108 +1%
CWM
509
Cahaba Wealth Management
Georgia
$1.01M +$16.1K +115 +2%
LI
510
LMCG Investments
Massachusetts
$996K -$44.9K -321 -4%
VFG
511
Victory Financial Group
Texas
$993K +$1.01M +7,249 New
OCM
512
Orleans Capital Management
Louisiana
$986K +$1.01M +7,200 New
AF
513
Affiance Financial
Minnesota
$984K – – –
HCA
514
Harbour Capital Advisors
Virginia
$982K – – –
LCWP
515
Legacy Capital Wealth Partners
Arkansas
$968K +$8.53K +61 +0.9%
WA
516
Wealth Alliance
New York
$965K +$322K +2,307 +49%
RWP
517
Revolve Wealth Partners
New Jersey
$965K -$45.3K -324 -4%
LW
518
Linscomb Wealth
Texas
$964K – – –
DWA
519
Dougherty Wealth Advisers
Minnesota
$963K +$120K +862 +14%
DCM
520
Delta Capital Management
New Jersey
$959K – – –
CNTOF
521
Canandaigua National Trust of Florida
New York
$952K +$23.6K +169 +2%
BIG
522
Brooklyn Investment Group
New York
$952K +$298K +2,130 +45%
AT
523
American Trust
Kentucky
$950K -$1.1M -7,871 -53%
FCA
524
Fortis Capital Advisors
Kansas
$945K -$10.6K -76 -1%
LKWM
525
Lee-Kelleher Wealth Management
Maryland
$943K – – –
19 20
21
22 23