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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
526
Ropes Wealth Advisors
Massachusetts
$439K – – –
VA
527
Valmark Advisers
Ohio
$439K +$27.8K +279 +7%
WWA
528
WC Walker & Associates
California
$434K – – –
AIA
529
Arcadia Investment Advisors
Idaho
$432K -$33.8K -339 -7%
FA
530
Flagstar Advisors
New York
$428K -$341K -3,419 -45%
AWM
531
Apollon Wealth Management
South Carolina
$428K -$201K -2,022 -32%
MIH
532
Meitav Investment House
Israel
$428K -$21.5K -216 -5%
KIG
533
Kowal Investment Group
Wisconsin
$428K -$10.9K -109 -2%
TCA
534
Transcend Capital Advisors
New Jersey
$427K +$423K +4,245 New
IWP
535
Icon Wealth Partners
Texas
$425K -$34.7K -348 -8%
T
536
TNF
Montana
$425K -$26K -261 -5%
PCMC
537
Private Capital Management (Colorado)
Colorado
$425K – – –
LC
538
LCNB Corp
Ohio
$421K -$76.7K -770 -16%
EW
539
Element Wealth
Mississippi
$421K – – –
WANY
540
Wealthspire Advisors (New York)
New York
$418K -$117K -1,179 -22%
MWM
541
McNaughton Wealth Management
California
$416K – – –
AFM
542
Andesa Financial Management
Pennsylvania
$412K +$409K +4,106 New
AMM
543
American Money Management
California
$411K +$10.2K +102 +3%
9WM
544
9258 Wealth Management
Ohio
$408K -$1.29K -13 -0.3%
SFM
545
Signet Financial Management
New Jersey
$407K -$54.5K -547 -12%
TCBWMS
546
Texas Capital Bank Wealth Management Services
Texas
$407K +$10.2K +102 +3%
SIM
547
Stratos Investment Management
Ohio
$402K -$243K -2,439 -38%
AP
548
Adero Partners
California
$402K – – –
DI
549
DAGCO Inc
Ohio
$401K -$285K -2,857 -41%
TP
550
Tranquility Partners
Tennessee
$401K +$30.5K +306 +8%
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