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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
601
Evoke Wealth
California
$609K +$5.21K +41 +0.9%
LA
602
LVW Advisors
New York
$608K +$610K +4,799 New
BP
603
Ballentine Partners
Massachusetts
$603K – – –
FIBT
604
First International Bank & Trust
North Dakota
$601K – – –
GC
605
Gilbert & Cook
Iowa
$601K -$30.1K -237 -5%
FA
606
FDx Advisors
Illinois
$597K -$20.5K -161 -3%
WP
607
WealthPLAN Partners
Nebraska
$595K -$65K -511 -10%
PWP
608
Principle Wealth Partners
Connecticut
$592K – – –
MCA
609
Maryland Capital Advisors
Maryland
$590K – – –
JHCP
610
Jackson Hole Capital Partners
Oklahoma
$584K – – –
VAF
611
Values Added Financial
District of Columbia
$583K – – –
FIM
612
Freedom Investment Management
Connecticut
$582K -$9.53K -75 -2%
FI
613
Financial Insights
Washington
$582K -$13.5K -106 -2%
TWP
614
Total Wealth Planning
Ohio
$578K -$3.43K -27 -0.6%
PWMG
615
Prestige Wealth Management Group
New Jersey
$577K – – –
CPSC
616
Carl P. Sherr & Co
Massachusetts
$563K -$223K -1,753 -28%
BAM
617
Berkshire Asset Management
Pennsylvania
$559K +$1.02K +8 +0.2%
SIA
618
Stegner Investment Associates
Kentucky
$558K – – –
RMDI
619
R.M. Davis Inc
Maine
$558K +$50.9K +400 +10%
EDRH
620
Edmond de Rothschild Holding
Switzerland
$557K – – –
IAIM
621
International Assets Investment Management
Florida
$555K +$315K +2,474 +132%
FLPIM
622
F.L. Putnam Investment Management
Massachusetts
$549K -$127 -1 -0%
KF
623
KKM Financial
Illinois
$546K +$510K +4,011 New
LA
624
Legacy Advisors
Pennsylvania
$546K +$38.1K +300 +7%
MFWP
625
Mosaic Family Wealth Partners
Missouri
$544K +$127 +1 +0%
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25
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