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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
726
Princeton Global Asset Management
New Jersey
$74K +$68.5K +720 New
OIA
727
Optimum Investment Advisors
Illinois
$71K – – –
PCTC
728
Perkins Coie Trust Company
Washington
$71K – – –
WLPWM
729
Walled Lake Planning & Wealth Management
Illinois
$71K +$16.2K +170 +32%
SFC
730
SYM Financial Corp
Indiana
$69K -$25.1K -264 -28%
SWA
731
SOA Wealth Advisors
New York
$69K +$60.4K +635 New
SFS
732
Sowell Financial Services
Arkansas
$66K +$10.2K +107 +20%
GG
733
Gleason Group
Kentucky
$63K – – –
IFAM
734
Institutional & Family Asset Management
Colorado
$63K – – –
WWM
735
Wolff Wiese Magana
California
$63K +$58.8K +618 New
CHA
736
Carmichael Hill & Associates
Maryland
$62K -$17.8K -187 -24%
CA
737
Crewe Advisors
Utah
$62K – – –
WB
738
Webster Bank
Connecticut
$62K +$14.3K +150 +33%
EIP
739
Ellis Investment Partners
Pennsylvania
$59K -$856 -9 -2%
SAM
740
S.A. Mason
Michigan
$59K +$54.2K +570 New
FWM
741
Focused Wealth Management
New York
$57K – – –
SIM
742
Sonora Investment Management
Arizona
$57K – – –
SWA
743
Sutton Wealth Advisors
Florida
$56.3K – – –
SFP
744
Sterling Financial Planning
New Jersey
$55K +$50.5K +531 New
GWS
745
Glassman Wealth Services
Virginia
$52K – – –
TCWA
746
Ten Capital Wealth Advisors
Washington
$52K +$47.8K +502 New
BSSFA
747
Baron Silver Stevens Financial Advisors
Florida
$52K +$48.9K +514 New
POIA
748
Pin Oak Investment Advisors
Texas
$51K – – –
TFO
749
Tarbox Family Office
California
$49K – – –
CCM
750
Covington Capital Management
California
$45K – – –
28 29
30
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