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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
601
Stratos Investment Management
Ohio
$315K -$8.5K -101 -3%
EW
602
Element Wealth
Mississippi
$315K -$162K -1,930 -34%
CW
603
CIC Wealth
Maryland
$314K +$316K +3,756 New
LFA
604
LGT Financial Advisors
Texas
$314K +$316K +3,755 New
MC
605
Middleton & Co
Massachusetts
$313K – – –
SCA
606
Sage Capital Advisors
South Dakota
$312K – – –
LRPA
607
L. Roy Papp & Associates
Arizona
$311K +$505 +6 +0.2%
FA
608
Flagstar Advisors
New York
$310K -$15.5K -184 -5%
SMA
609
Sage Mountain Advisors
Georgia
$306K +$55.5K +660 +22%
SCA
610
St. Clair Advisors
Ohio
$306K – – –
MAWA
611
Moss Adams Wealth Advisors
Washington
$304K +$306K +3,636 New
JSW
612
Journey Strategic Wealth
New Jersey
$303K -$46.3K -550 -13%
AIA
613
Armor Investment Advisors
North Carolina
$303K -$12.6K -150 -4%
UWPG
614
Ullmann Wealth Partners Group
Florida
$303K +$505 +6 +0.2%
HA
615
HFG Advisors
Ohio
$301K – – –
HF
616
Halpern Financial
Virginia
$301K – – –
GSWM
617
Greenup Street Wealth Management
Michigan
$299K -$91.9K -1,092 -23%
OIA
618
OneDigital Investment Advisors
Kansas
$298K +$59.3K +704 +25%
STA
619
Summit Trail Advisors
New York
$296K +$21K +250 +8%
9WM
620
9258 Wealth Management
Ohio
$296K -$27.8K -330 -9%
BP
621
Ballentine Partners
Massachusetts
$294K -$14K -166 -5%
CF
622
Centaurus Financial
California
$293K +$74.6K +886 +34%
VFA
623
Valeo Financial Advisors
Indiana
$292K -$291K -3,454 -50%
WIM
624
Wittenberg Investment Management
Massachusetts
$288K +$1.51K +18 +0.5%
PCH
625
PGIM Custom Harvest
New Jersey
$287K +$289K +3,435 New
23 24
25
26 27