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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
626
Evergreen Wealth Solutions
Pennsylvania
$395K -$19.2K -175 -5%
MAWA
627
Moss Adams Wealth Advisors
Washington
$394K – – –
CCMG
628
Clark Capital Management Group
Pennsylvania
$394K +$16.8K +153 +4%
WLIM
629
White Lighthouse Investment Management
Massachusetts
$393K -$1.65K -15 -0.4%
SCTC
630
Sanibel Captiva Trust Company
Florida
$393K – – –
BWA
631
BlueChip Wealth Advisors
Georgia
$391K – – –
SMC
632
Smith, Moore & Co
Missouri
$389K – – –
AFWM
633
AMJ Financial Wealth Management
Virginia
$387K -$362K -3,299 -48%
EWM
634
Evercore Wealth Management
New York
$386K -$23.4K -213 -6%
WIM
635
Wittenberg Investment Management
Massachusetts
$381K – – –
FL
636
FreeGulliver LLC
Louisiana
$378K +$989 +9 +0.3%
MAV
637
Mason & Associates (Virginia)
Virginia
$377K +$375K +3,417 New
PIFP
638
Partners in Financial Planning
Virginia
$376K – – –
CG
639
Cynosure Group
Utah
$375K -$31.2K -284 -8%
SFM
640
Signet Financial Management
New Jersey
$371K -$7.03K -64 -2%
JSW
641
Journey Strategic Wealth
New Jersey
$371K +$170K +1,547 +85%
MA
642
MAS Advisors
Florida
$370K – – –
AIA
643
Armor Investment Advisors
North Carolina
$369K – – –
AWA
644
Arete Wealth Advisors
Illinois
$366K +$364K +3,314 New
PCMC
645
Private Capital Management (Colorado)
Colorado
$365K -$29.2K -266 -7%
KF
646
KKM Financial
Illinois
$364K – – –
HA
647
HFG Advisors
Ohio
$362K -$34.9K -318 -9%
OA
648
Oxbow Advisors
Texas
$362K – – –
BWM
649
BCGM Wealth Management
Indiana
$361K – – –
QCG
650
Quadrant Capital Group
Ohio
$361K -$27K -246 -7%
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