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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
626
Financial Insights
Washington
$593K – – –
GHA
627
Granite Harbor Advisors
Texas
$591K +$586K +4,147 New
FWM
628
Fingerlakes Wealth Management
New York
$587K +$565 +4 +0.1%
BAM
629
Berkshire Asset Management
Pennsylvania
$586K – – –
SFG
630
Snider Financial Group
Washington
$584K +$27.4K +194 +5%
WRPWM
631
Werba Rubin Papier Wealth Management
California
$583K +$424 +3 +0.1%
SMC
632
Smith, Moore & Co
Missouri
$580K -$424 -3 -0.1%
PWMG
633
Prestige Wealth Management Group
New Jersey
$579K -$14.3K -101 -2%
IAN
634
Integrated Advisors Network
Texas
$577K – – –
HW
635
Hancock Whitney
Mississippi
$576K -$7.77K -55 -1%
CPSC
636
Carl P. Sherr & Co
Massachusetts
$572K -$20.2K -143 -3%
LA
637
Legacy Advisors
Pennsylvania
$571K +$566K +4,008 New
BWP
638
Baldwin Wealth Partners
Massachusetts
$570K – – –
BMCM
639
Bryn Mawr Capital Management
Pennsylvania
$562K +$144K +1,019 +35%
CCM
640
Compass Capital Management
Minnesota
$559K +$555K +3,928 New
KF
641
KKM Financial
Illinois
$557K – – –
GC
642
Grimes & Company
Massachusetts
$556K +$130K +921 +31%
CCM
643
Cohen Capital Management
California
$555K +$141 +1 +0%
FF
644
Finley Financial
Nevada
$547K – – –
HTC
645
Haverford Trust Company
Pennsylvania
$545K -$410K -2,904 -43%
MC
646
Middleton & Co
Massachusetts
$544K – – –
SA
647
Skyline Advisors
Washington
$543K +$141 +1 +0%
SCA
648
Sage Capital Advisors
South Dakota
$532K +$1.13K +8 +0.2%
SWA
649
Stratos Wealth Advisors
Ohio
$531K +$5.09K +36 +1%
BWA
650
BlueChip Wealth Advisors
Georgia
$530K – – –
24 25
26
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