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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
726
Fifth Third Wealth Advisors
Ohio
$288K -$326K -3,013 -54%
CIC
727
Carnegie Investment Counsel
Ohio
$287K -$23K -213 -8%
AO
728
Advisor OS
Illinois
$286K +$271K +2,506 New
ST
729
Smithfield Trust
Pennsylvania
$286K – – –
CFS
730
CRA Financial Services
New Jersey
$286K – – –
PP
731
PDS Planning
Ohio
$285K +$325 +3 +0.1%
HP
732
Holistic Planning
Texas
$284K -$24.4K -226 -8%
WFA
733
Websterrogers Financial Advisors
South Carolina
$280K – – –
HBW
734
Hazlett, Burt & Watson
West Virginia
$279K – – –
VCP
735
Vista Capital Partners
Oregon
$278K – – –
KCM
736
Kendall Capital Management
Maryland
$276K – – –
PSF
737
Pacific Sun Financial
California
$275K – – –
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$275K +$27.6K +255 +12%
MYIA
739
Mount Yale Investment Advisors
Colorado
$274K -$360K -3,330 -58%
PTB
740
Pioneer Trust Bank
Oregon
$274K – – –
CFA
741
Cahill Financial Advisors
Minnesota
$271K +$108 +1 +0%
CWM
742
CCG Wealth Management
California
$271K – – –
EFA
743
Edge Financial Advisors
Illinois
$271K +$256K +2,371 New
GWP
744
Gen-Wealth Partners
Michigan
$269K +$255K +2,355 New
LI
745
LRI Investments
Florida
$268K +$254K +2,350 New
SHF
746
Stage Harbor Financial
Massachusetts
$267K -$30.2K -279 -11%
AA
747
Advisory Alpha
Michigan
$267K +$13.4K +124 +6%
GAA
748
Guardian Asset Advisors
Pennsylvania
$265K -$68.8K -636 -21%
LA
749
Latitude Advisors
Florida
$265K +$37.6K +348 +18%
WP
750
WealthShield Partners
North Carolina
$265K -$10.8K -100 -4%
28 29
30
31 32