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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
626
Dana Investment Advisors
Wisconsin
$212K +$233K +2,705 New
CS
627
Comerica Securities
Michigan
$209K -$75.5K -877 -25%
NEWAS
628
N.E.W. Advisory Services
Wisconsin
$208K – – –
KP
629
Keel Point
Alabama
$207K -$12.9K -150 -5%
DAS
630
Dynamic Advisor Solutions
Arizona
$207K -$86 -1 -0%
FIM
631
Fernwood Investment Management
Massachusetts
$207K – – –
YIA
632
YHB Investment Advisors
Connecticut
$207K +$227K +2,633 New
AWE
633
Avidian Wealth Enterprises
Texas
$205K -$2.32K -27 -1%
CF
634
Centaurus Financial
California
$205K +$1.21K +14 +0.5%
MCWA
635
Meadow Creek Wealth Advisors
Georgia
$204K – – –
PSF
636
Pacific Sun Financial
California
$204K – – –
PFBT
637
Parkside Financial Bank & Trust
Missouri
$204K +$10.4K +121 +5%
OAM
638
Oppenheimer Asset Management
New York
$203K +$223K +2,588 New
HWM
639
HB Wealth Management
Georgia
$202K -$31.6K -367 -12%
IP
640
Ignite Planners
California
$202K -$5.51K -64 -2%
CFS
641
CRA Financial Services
New Jersey
$202K – – –
SC
642
Scotia Capital
Ontario, Canada
$202K – – –
TA
643
TrueWealth Advisors
Alabama
$200K – – –
ST
644
Smithfield Trust
Pennsylvania
$187K – – –
TFS
645
TrustCore Financial Services
Tennessee
$184K -$345K -4,014 -63%
WB
646
West Bancorporation
Iowa
$179K – – –
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$178K – – –
LWCFA
648
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K – – –
AIM
649
Arcadia Investment Management
Michigan
$171K – – –
AIA
650
Arcadia Investment Advisors
Idaho
$170K -$29.8K -346 -14%
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26
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