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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
626
Vaughan David Investments
Illinois
$575K – – –
FWM
627
Fingerlakes Wealth Management
New York
$571K +$506 +4 +0.1%
BAM
628
Berkshire Asset Management
Pennsylvania
$570K – – –
HW
629
Hancock Whitney
Mississippi
$569K – – –
WRPWM
630
Werba Rubin Papier Wealth Management
California
$567K +$517K +4,090 New
SMC
631
Smith, Moore & Co
Missouri
$565K +$4.81K +38 +0.9%
WP
632
Westmount Partners
California
$565K – – –
JPLA
633
Joseph P. Lucia & Associates
New York
$563K +$64.5K +510 +14%
IAN
634
Integrated Advisors Network
Texas
$561K – – –
TWP
635
Total Wealth Planning
Ohio
$561K -$56.5K -447 -10%
SRL
636
Scientech Research LLC
New Jersey
$560K +$511K +4,041 New
TSS
637
Two Sigma Securities
New York
$557K +$93.5K +739 +23%
KF
638
KKM Financial
Illinois
$555K -$11.3K -89 -2%
BWP
639
Baldwin Wealth Partners
Massachusetts
$555K – – –
HT
640
Headlands Technologies
Illinois
$552K +$479K +3,783 +1,930%
CCMG
641
Clark Capital Management Group
Pennsylvania
$543K -$372K -2,937 -43%
SFG
642
Snider Financial Group
Washington
$542K +$82.9K +655 +20%
CCM
643
Cohen Capital Management
California
$540K +$4.3K +34 +0.9%
TWM
644
Topsail Wealth Management
North Carolina
$538K -$6.33K -50 -1%
GWMIA
645
Global Wealth Management Investment Advisory
Florida
$533K -$75.3K -595 -13%
FF
646
Finley Financial
Nevada
$533K – – –
LFAS
647
Level Four Advisory Services
Texas
$530K +$13.7K +108 +3%
MC
648
Middleton & Co
Massachusetts
$530K – – –
VCP
649
Vista Capital Partners
Oregon
$529K +$191K +1,506 +65%
SA
650
Skyline Advisors
Washington
$528K +$127 +1 +0%
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