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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
526
Princeton Global Asset Management
New Jersey
$823K -$16.4K -121 -2%
SFPG
527
Stonebridge Financial Planning Group
Florida
$817K +$11K +81 +1%
KP
528
Keel Point
Alabama
$811K -$343K -2,537 -29%
LB
529
Legacy Bridge
Iowa
$809K +$1.08K +8 +0.1%
OC
530
Oarsman Capital
Wisconsin
$804K -$191K -1,410 -18%
WI
531
Wedgewood Investors
Pennsylvania
$804K -$19.1K -141 -2%
GG
532
Greenwood Gearhart
Arkansas
$804K +$849K +6,272 New
GC
533
Granville Capital
North Carolina
$801K – – –
WWP
534
Wise Wealth Partners
Arizona
$796K -$10.8K -80 -1%
RMDI
535
R.M. Davis Inc
Maine
$789K -$2.03K -15 -0.2%
B
536
Bayban
Minnesota
$789K – – –
CCM
537
Corsair Capital Management
New York
$788K +$1.06M +7,833 New
RRA
538
Round Rock Advisors
Connecticut
$788K +$135 +1 +0%
FA
539
Financial Alternatives
California
$787K – – –
RCM
540
Richardson Capital Management
Wisconsin
$786K – – –
PL
541
Plancorp LLC
Missouri
$784K +$18.1K +134 +2%
PWW
542
Pettyjohn Wood & White
Virginia
$778K – – –
FUBT
543
First United Bank & Trust
Maryland
$775K -$1.62K -12 -0.2%
LI
544
LMCG Investments
Massachusetts
$771K -$170K -1,258 -17%
OWA
545
Octavia Wealth Advisors
Ohio
$770K -$5.14K -38 -0.6%
SI
546
Saxon Interests
Texas
$770K -$708K -5,235 -47%
VCM
547
Viewpoint Capital Management
Washington
$769K – – –
PFA
548
Pathway Financial Advisors
Vermont
$769K – – –
MCA
549
Midwest Capital Advisors
Michigan
$764K -$4.2K -31 -0.5%
CPG
550
Cornerstone Planning Group
New Jersey
$754K +$694K +5,128 +1,436%
20 21
22
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