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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
626
SpiderRock Advisors
Delaware
$416K +$404K +3,734 New
RC
627
Rovin Capital
Arizona
$415K +$105K +973 +37%
SW
628
SkyOak Wealth
Michigan
$415K +$12.2K +113 +3%
UWPG
629
Ullmann Wealth Partners Group
Florida
$414K +$108 +1 +0%
CWM
630
Congress Wealth Management
Massachusetts
$414K -$16.9M -155,901 -98%
FA
631
FF Advisors
California
$413K – – –
HA
632
HFG Advisors
Ohio
$411K – – –
SMA
633
Sage Mountain Advisors
Georgia
$409K +$108 +1 +0%
WLIM
634
White Lighthouse Investment Management
Massachusetts
$409K -$15.1K -140 -4%
MAWA
635
Moss Adams Wealth Advisors
Washington
$408K -$6.92K -64 -2%
PCMC
636
Private Capital Management (Colorado)
Colorado
$408K +$13.1K +121 +4%
SCTC
637
Sanibel Captiva Trust Company
Florida
$406K – – –
ECA
638
Elevated Capital Advisors
Utah
$405K -$3.39M -31,382 -90%
BWA
639
BlueChip Wealth Advisors
Georgia
$405K – – –
AAS
640
Annex Advisory Services
Wisconsin
$404K +$383K +3,540 New
MMPW
641
Mitchell McLeod Pugh & Williams
Alabama
$403K -$2.81K -26 -0.7%
SMC
642
Smith, Moore & Co
Missouri
$402K -$18.8K -174 -5%
QCG
643
Quadrant Capital Group
Ohio
$402K +$19.5K +180 +5%
RCP
644
Rothschild Capital Partners
New York
$399K +$101K +938 +37%
KF
645
KKM Financial
Illinois
$397K +$377K +3,481 New
OIA
646
OneDigital Investment Advisors
Kansas
$397K +$108 +1 +0%
WIM
647
Wittenberg Investment Management
Massachusetts
$394K – – –
SFM
648
Signet Financial Management
New Jersey
$391K -$29.3K -271 -7%
CCMG
649
Clark Capital Management Group
Pennsylvania
$390K – – –
FL
650
FreeGulliver LLC
Louisiana
$390K +$325 +3 +0.1%
24 25
26
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