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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
626
Stratos Wealth Advisors
Ohio
$237K +$220K +2,311 New
JWCA
627
J.W. Coons Advisors
Ohio
$236K +$219K +2,304 New
ODCM
628
Old Dominion Capital Management
Virginia
$235K +$218K +2,286 New
EAM
629
Evanson Asset Management
California
$234K +$217K +2,278 New
BFA
630
Bragg Financial Advisors
North Carolina
$233K -$32.4K -340 -13%
FFS
631
Founders Financial Securities
Maryland
$233K +$216K +2,266 New
SXL
632
Summit X LLC
Missouri
$231K +$214K +2,246 New
IIC
633
Ironwood Investment Counsel
Arizona
$230K +$214K +2,250 New
PL
634
Plancorp LLC
Missouri
$228K +$211K +2,219 New
HCIA
635
Hochman Cole Investment Advisors
Illinois
$227K +$210K +2,210 New
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K – – –
SWA
637
Sax Wealth Advisors
New Jersey
$224K +$208K +2,184 New
SIC
638
Sigma Investment Counselors
Michigan
$224K +$208K +2,184 New
SC
639
Savant Capital
Illinois
$224K +$208K +2,186 New
OWA
640
Opal Wealth Advisors
New York
$223K +$207K +2,176 New
PFO
641
Pathstone Family Office
New Jersey
$222K +$190 +2 +0.1%
LSAG
642
Lake Street Advisors Group
New Hampshire
$222K +$206K +2,160 New
DWM
643
Dakota Wealth Management
Florida
$220K -$269K -2,832 -57%
WP
644
WealthSource Partners
California
$220K +$204K +2,148 New
MAFM
645
Mid Atlantic Financial Management
Pennsylvania
$219K -$41K -431 -17%
OC
646
Oakworth Capital
Alabama
$218K – – –
TTWM
647
TCV Trust & Wealth Management
Virginia
$218K +$202K +2,120 New
DIP
648
DT Investment Partners
Pennsylvania
$218K +$202K +2,124 New
EW
649
Element Wealth
Mississippi
$217K +$184K +1,930 +1,049%
CPSAC
650
Chas P. Smith & Associates (CPS)
Florida
$217K +$201K +2,114 New
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