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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
576
Contravisory Investment Management
Massachusetts
$733K -$59.8K -423 -8%
ESB
577
Essex Savings Bank
Connecticut
$732K – – –
WP
578
WealthPLAN Partners
Nebraska
$730K -$36.5K -258 -5%
WKSWA
579
White Knight Strategic Wealth Advisors
New Jersey
$727K -$8.9K -63 -1%
SHJ
580
Sharkey, Howes & Javer
Colorado
$727K – – –
LRPA
581
L. Roy Papp & Associates
Arizona
$725K +$141 +1 +0%
V
582
ViaWealth
Kansas
$724K – – –
VDI
583
Vaughan David Investments
Illinois
$724K +$133K +938 +23%
FWMP
584
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$714K -$63.3K -448 -8%
MPCL
585
My Personal CFO LLC
Washington
$714K +$709K +5,017 New
WPC
586
White Pine Capital
Minnesota
$714K – – –
CWM
587
Chicago Wealth Management
Illinois
$710K – – –
BFA
588
Bragg Financial Advisors
North Carolina
$705K – – –
OIA
589
OneDigital Investment Advisors
Kansas
$705K -$72.5K -513 -9%
SB
590
Strategic Blueprint
Georgia
$704K +$473K +3,349 +210%
B
591
Bailard
California
$702K -$4.24K -30 -0.6%
C
592
Certuity
Florida
$702K +$447K +3,161 +179%
AA
593
Aire Advisors
California
$688K – – –
GF
594
Gries Financial
Ohio
$684K – – –
WA
595
Wealth Alliance
New York
$675K +$310K +2,197 +86%
GC
596
Gilbert & Cook
Iowa
$674K -$1.13K -8 -0.2%
CT
597
Colonial Trust
South Carolina
$673K -$5.65K -40 -0.8%
WIP
598
WealthCare Investment Partners
Rhode Island
$667K +$22.5K +159 +4%
PWP
599
Principle Wealth Partners
Connecticut
$665K – – –
MCA
600
Maryland Capital Advisors
Maryland
$663K – – –
22 23
24
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