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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
501
Stage Harbor Financial
Massachusetts
$937K +$477K +3,524 +93%
CWM
502
Cahaba Wealth Management
Georgia
$930K -$17.7K -131 -2%
BFC
503
Bedel Financial Consulting
Indiana
$921K -$27.3K -202 -3%
EWA
504
ERTS Wealth Advisors
Michigan
$917K -$226K -1,670 -19%
IIM
505
Ipswich Investment Management
Massachusetts
$916K +$968K +7,150 New
VWA
506
Visionary Wealth Advisors
Illinois
$910K +$94.2K +696 +11%
RWP
507
Revolve Wealth Partners
New Jersey
$902K -$812 -6 -0.1%
DCM
508
Delta Capital Management
New Jersey
$897K – – –
BIA
509
Biondo Investment Advisors
Pennsylvania
$895K -$2M -14,798 -68%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$895K +$183K +1,349 +24%
LW
511
Linscomb Wealth
Texas
$890K -$11.9K -88 -1%
LKWM
512
Lee-Kelleher Wealth Management
Maryland
$882K – – –
AT
513
American Trust
Kentucky
$877K -$12.6K -93 -1%
FCA
514
Fortis Capital Advisors
Kansas
$873K -$11.8K -87 -1%
DC
515
Davenport & Co
Virginia
$869K +$41.9K +310 +5%
SEIA
516
Signature Estate & Investment Advisors
California
$867K +$6.9K +51 +0.8%
CC
517
Clearwave Capital
California
$857K +$21.8K +161 +2%
SFC
518
Strategic Financial Concepts
Texas
$856K +$904K +6,682 New
AP
519
Appleton Partners
Massachusetts
$855K – – –
S
520
SignatureFD
Georgia
$850K +$1.08K +8 +0.1%
AF
521
Affiance Financial
Minnesota
$850K -$75.1K -555 -8%
AAS
522
Annex Advisory Services
Wisconsin
$846K +$18.3K +135 +2%
GSIAS
523
Garden State Investment Advisory Services
New Jersey
$840K +$135 +1 +0%
SFS
524
Sowell Financial Services
Arkansas
$828K -$7.89M -58,335 -90%
SS
525
Sunbelt Securities
Texas
$825K +$291K +2,152 +50%
19 20
21
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