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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
Manchester Capital Management
Vermont
$790K – – –
VWA
552
Visionary Wealth Advisors
Illinois
$786K +$717K +5,665 New
MFG
553
Magnus Financial Group
New York
$784K -$15.2K -120 -2%
HWA
554
Heritage Wealth Advisors
Virginia
$784K – – –
NAM
555
NTV Asset Management
West Virginia
$773K +$53.8K +425 +8%
CIM
556
Contravisory Investment Management
Massachusetts
$772K -$886 -7 -0.1%
GC
557
Guidance Capital
Kentucky
$772K -$5.95K -47 -0.8%
FWMP
558
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$758K – – –
OIA
559
OneDigital Investment Advisors
Kansas
$758K +$111K +875 +19%
OFG
560
Oxford Financial Group
Indiana
$757K – – –
RWM
561
Rockwood Wealth Management
Pennsylvania
$757K +$1.01K +8 +0.1%
AIM
562
Allen Investment Management
New York
$754K – – –
RPC
563
Rossmore Private Capital
Connecticut
$753K – – –
RIS
564
Retirement Income Solutions
Michigan
$751K – – –
NB
565
NBT Bank
New York
$750K -$93.4K -738 -12%
PWM
566
Perigon Wealth Management
California
$750K -$13.2K -104 -2%
IAG
567
Investmark Advisory Group
Connecticut
$749K -$53.1K -420 -7%
WP
568
WealthPLAN Partners
Nebraska
$747K +$55.9K +442 +9%
RTL
569
Red Tortoise LLC
Georgia
$736K – – –
MM
570
Meridian Management
Arkansas
$735K – – –
DT
571
Diversified Trust
Tennessee
$733K -$47.4K -375 -7%
FPW
572
Flagship Private Wealth
Massachusetts
$732K -$7.97K -63 -1%
RT
573
Rockland Trust
Massachusetts
$731K -$34.7K -274 -5%
NFG
574
Nations Financial Group
Iowa
$729K -$1.77K -14 -0.3%
RA
575
Ruggaard & Associates
Ohio
$721K -$22.9K -181 -3%
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