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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
601
Maryland Capital Advisors
Maryland
$547K – – –
JHCP
602
Jackson Hole Capital Partners
Oklahoma
$541K – – –
VAF
603
Values Added Financial
District of Columbia
$541K – – –
OIA
604
OneDigital Investment Advisors
Kansas
$539K -$146K -1,139 -20%
UF
605
Univest Financial
Pennsylvania
$532K -$55.3K -430 -9%
TWP
606
Total Wealth Planning
Ohio
$528K -$9.51K -74 -2%
FI
607
Financial Insights
Washington
$525K -$16.3K -127 -3%
BAM
608
Berkshire Asset Management
Pennsylvania
$521K -$1.03K -8 -0.2%
GWMIA
609
Global Wealth Management Investment Advisory
Florida
$521K -$57.3K -446 -9%
SIA
610
Stegner Investment Associates
Kentucky
$518K – – –
EDRH
611
Edmond de Rothschild Holding
Switzerland
$516K – – –
PFA
612
Pure Financial Advisors
California
$516K -$53.9K -419 -9%
DC
613
Davenport & Co
Virginia
$515K +$33.2K +258 +6%
FIBT
614
First International Bank & Trust
North Dakota
$512K -$49.9K -388 -8%
CPSC
615
Carl P. Sherr & Co
Massachusetts
$511K -$11.2K -87 -2%
KF
616
KKM Financial
Illinois
$507K -$1.67K -13 -0.3%
LA
617
Legacy Advisors
Pennsylvania
$506K – – –
TRIA
618
Trail Ridge Investment Advisors
Colorado
$504K – – –
MFWP
619
Mosaic Family Wealth Partners
Missouri
$499K -$5.79K -45 -1%
LCM
620
Liberty Capital Management
Michigan
$499K -$5.14K -40 -0.9%
FA
621
Flagstar Advisors
New York
$499K +$386 +3 +0.1%
WWP
622
Wise Wealth Partners
Arizona
$497K +$84.8K +660 +18%
SAW
623
Signal Advisors Wealth
Michigan
$494K +$37.8K +294 +8%
IWA
624
Icon Wealth Advisors
Texas
$493K – – –
WIP
625
WealthCare Investment Partners
Rhode Island
$490K +$572K +4,451 New
23 24
25
26 27