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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
701
MGO One Seven
Ohio
$323K +$307K +2,834 New
SPC
702
Spirepoint Private Client
Florida
$321K +$304K +2,811 New
SRC
703
Sage Rhino Capital
California
$321K – – –
CWM
704
Cahill Wealth Management
Michigan
$320K -$6.71K -62 -2%
CG
705
Caprock Group
Idaho
$317K +$22.1K +204 +8%
SPWG
706
Syntegra Private Wealth Group
Missouri
$316K -$19.9K -184 -6%
BB
707
Busey Bank
Illinois
$315K -$55.7K -515 -16%
CFG
708
Clayton Financial Group
Missouri
$315K +$298K +2,759 New
VR
709
Valued Retirements
Texas
$312K +$108 +1 +0%
FMTCOCP
710
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$311K +$99.4K +919 +51%
LIA
711
LifePlan Investment Advisors
North Carolina
$310K – – –
LA
712
Legacy Advisors
Pennsylvania
$309K +$293K +2,708 New
SFS
713
Stiles Financial Services
Minnesota
$308K – – –
FFC
714
First Financial Corp
Indiana
$303K – – –
AIM
715
Arcadia Investment Management
Michigan
$302K +$86.5K +800 +43%
NEWAS
716
N.E.W. Advisory Services
Wisconsin
$302K – – –
FIM
717
Fernwood Investment Management
Massachusetts
$301K – – –
ARG
718
Advisory Resource Group
Oklahoma
$299K +$36.7K +339 +15%
YIA
719
YHB Investment Advisors
Connecticut
$299K – – –
CPSAC
720
Chas P. Smith & Associates (CPS)
Florida
$299K – – –
AWA
721
Amplius Wealth Advisors
Pennsylvania
$298K -$1.51K -14 -0.5%
TA
722
TrueWealth Advisors
Alabama
$291K – – –
AWM
723
Aprio Wealth Management
Georgia
$291K -$941K -8,701 -77%
GFP
724
Gryphon Financial Partners
Ohio
$289K -$18.6K -172 -6%
PCMC
725
Planning Capital Management Corporation
Pennsylvania
$288K +$63.5K +587 +30%
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