We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
651
BlueChip Wealth Advisors
Georgia
$438K – – –
LFAS
652
Level Four Advisory Services
Texas
$437K +$24.4K +190 +5%
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$437K +$36.6K +285 +8%
CFG
654
Citizens Financial Group
Rhode Island
$433K +$58K +451 +14%
SCA
655
St. Clair Advisors
Ohio
$430K – – –
EWM
656
Empirical Wealth Management
Washington
$429K +$470K +3,654 New
LPAM
657
Lodestar Private Asset Management
California
$428K – – –
UWPG
658
Ullmann Wealth Partners Group
Florida
$427K – – –
TYCC
659
Texas Yale Capital Corp
Florida
$422K – – –
BWA
660
BlueSky Wealth Advisors
North Carolina
$421K -$291K -2,266 -39%
MAWA
661
Moss Adams Wealth Advisors
Washington
$420K – – –
SMA
662
Sage Mountain Advisors
Georgia
$419K -$366K -2,847 -44%
JPLA
663
Joseph P. Lucia & Associates
New York
$417K +$4.63K +36 +1%
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$415K – – –
JSW
665
Journey Strategic Wealth
New Jersey
$414K -$174K -1,354 -28%
FIM
666
Freedom Investment Management
Connecticut
$414K -$138K -1,072 -23%
IF
667
IRON Financial
Illinois
$412K -$19.5K -152 -4%
EWM
668
Evercore Wealth Management
New York
$411K – – –
SIM
669
Stratos Investment Management
Ohio
$410K +$103K +801 +30%
CNTOF
670
Canandaigua National Trust of Florida
New York
$410K +$449K +3,491 New
CWC
671
Carolinas Wealth Consulting
North Carolina
$407K +$49.6K +386 +13%
NAS
672
NWF Advisory Services
California
$407K +$177K +1,378 +66%
PWM
673
Parkshore Wealth Management
California
$407K – – –
FSA
674
Financial Sense Advisors
California
$406K +$170K +1,324 +62%
CG
675
Caprock Group
Idaho
$405K +$93.2K +725 +27%
25 26
27
28 29