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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
576
Allen Investment Management
New York
$745K – – –
NB
577
NBT Bank
New York
$741K – – –
IAG
578
Investmark Advisory Group
Connecticut
$739K +$10.3K +74 +1%
WLPWM
579
Walled Lake Planning & Wealth Management
Illinois
$739K +$15.1K +108 +2%
FPW
580
Flagship Private Wealth
Massachusetts
$739K -$12.3K -88 -2%
PFA
581
Pure Financial Advisors
California
$730K +$1.12K +8 +0.2%
LW
582
Livet Wealth
Utah
$730K +$745K +5,331 New
VAS
583
Vestmark Advisory Solutions
Massachusetts
$729K +$744K +5,325 New
RTL
584
Red Tortoise LLC
Georgia
$727K – – –
RT
585
Rockland Trust
Massachusetts
$727K -$15.1K -108 -2%
GWSA
586
Global Wealth Strategies & Associates
Colorado
$727K -$53.4K -382 -7%
CCMG
587
Clark Capital Management Group
Pennsylvania
$715K +$5.45K +39 +0.8%
LA
588
LVW Advisors
New York
$714K +$729K +5,216 New
BP
589
Ballentine Partners
Massachusetts
$712K -$49.9K -357 -6%
MM
590
Meridian Management
Arkansas
$712K – – –
RA
591
Ruggaard & Associates
Ohio
$712K – – –
QCM
592
QRG Capital Management
Illinois
$711K -$12K -86 -2%
LTI
593
Laffer Tengler Investments
Tennessee
$709K – – –
WKSWA
594
White Knight Strategic Wealth Advisors
New Jersey
$706K +$6.43K +46 +0.9%
GC
595
Gilbert & Cook
Iowa
$704K +$57.6K +412 +9%
ESB
596
Essex Savings Bank
Connecticut
$702K -$2.1K -15 -0.3%
SHJ
597
Sharkey, Howes & Javer
Colorado
$699K – – –
BMCM
598
Bryn Mawr Capital Management
Pennsylvania
$698K +$162K +1,157 +29%
LRPA
599
L. Roy Papp & Associates
Arizona
$697K +$140 +1 +0%
OL
600
Owen LaRue
Kentucky
$697K -$9.22K -66 -1%
22 23
24
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