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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
676
Permanens Capital
New York
$122K – – –
TFS
677
TrustCore Financial Services
Tennessee
$122K – – –
HBT
678
Hills Bank & Trust
Iowa
$122K +$125K +1,200 New
SC
679
Sierra Capital
Florida
$121K +$124K +1,183 New
PWA
680
Phoenix Wealth Advisors
North Carolina
$119K – – –
CFD
681
Creative Financial Designs
Indiana
$113K +$418 +4 +0.4%
CBT
682
CoreFirst Bank & Trust
Kansas
$112K – – –
MA
683
Montag & Associates
Georgia
$109K +$5.23K +50 +5%
SFPG
684
Stonebridge Financial Planning Group
Florida
$108K +$24K +230 +29%
BFO
685
Biltmore Family Office
North Carolina
$102K – – –
FEG
686
Financial Enhancement Group
Indiana
$102K – – –
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$101K -$19.2K -184 -16%
SIAP
688
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$100K – – –
1IA
689
1834 Investment Advisors
Wisconsin
$99K -$69.2K -662 -40%
MPCG
690
Matrix Private Capital Group
New York
$95K – – –
PCA
691
Providence Capital Advisors
North Carolina
$94K -$48.5K -464 -33%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$93K -$3.56K -34 -4%
POIA
693
Pin Oak Investment Advisors
Texas
$90K +$40.5K +387 +78%
JCM
694
Jacobi Capital Management
Pennsylvania
$89K +$105 +1 +0.1%
BC
695
Burleson & Co
California
$87K -$718K -6,871 -89%
WAM
696
Wolverine Asset Management
Illinois
$87K +$89.2K +853 New
RWM
697
Raffa Wealth Management
District of Columbia
$86.1K – – –
EFSCE
698
Enterprise Financial Services Corp (EFSC)
Missouri
$85K – – –
JGIA
699
Jackson Grant Investment Advisers
Connecticut
$84K +$105 +1 +0.1%
SN
700
Sittner & Nelson
Oregon
$82K – – –
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