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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
601
Legacy Advisors
Pennsylvania
$321K – – –
CTWM
602
Cherry Tree Wealth Management
Minnesota
$320K – – –
TNA
603
True North Advisors
Texas
$319K -$31.3K -327 -9%
WIM
604
Wittenberg Investment Management
Massachusetts
$315K – – –
PCMC
605
Private Capital Management (Colorado)
Colorado
$315K – – –
LWM
606
LJI Wealth Management
Indiana
$315K -$96 -1 -0%
PAG
607
Paladin Advisory Group
Iowa
$314K -$14.7K -154 -4%
MMPW
608
Mitchell McLeod Pugh & Williams
Alabama
$313K – – –
CCMG
609
Clark Capital Management Group
Pennsylvania
$312K -$309K -3,237 -49%
PIFP
610
Partners in Financial Planning
Virginia
$311K -$382 -4 -0.1%
MA
611
MAS Advisors
Florida
$307K – – –
AIA
612
Armor Investment Advisors
North Carolina
$306K – – –
QCG
613
Quadrant Capital Group
Ohio
$305K – – –
WPC
614
White Pine Capital
Minnesota
$303K – – –
KWS
615
Keystone Wealth Services
California
$303K +$117K +1,220 +58%
SIM
616
Stratos Investment Management
Ohio
$302K – – –
PCM
617
Parsons Capital Management
Rhode Island
$300K +$9.08K +95 +3%
OA
618
Oxbow Advisors
Texas
$300K – – –
BB
619
Busey Bank
Illinois
$299K +$49.2K +515 +19%
CT
620
Caldwell Trust
Florida
$297K +$52.6K +550 +20%
ONST
621
Old North State Trust
North Carolina
$296K – – –
VCA
622
Verdence Capital Advisors
Maryland
$293K – – –
OWM
623
Orgel Wealth Management
Wisconsin
$292K -$48.5K -507 -14%
DFG
624
Delta Financial Group
New Jersey
$292K +$305K +3,191 New
CAAS
625
Capital Asset Advisory Services
Michigan
$291K -$34.2K -358 -10%
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