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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
751
Bogart Wealth LLC
Virginia
$132K – – –
BBHC
752
Brown Brothers Harriman & Co
New York
$131K -$5.58K -56 -4%
PLU
753
Performa Ltd (US)
South Carolina
$131K +$100 +1 +0.1%
EDRH
754
Edmond de Rothschild Holding
Switzerland
$128K -$202K -2,026 -61%
DWP
755
Destiny Wealth Partners
Florida
$126K -$72.2K -725 -37%
MCM
756
Mill Capital Management
North Carolina
$125K +$124K +1,245 New
TC
757
Trust Company
Kansas
$122K – – –
RG
758
Retirement Group
California
$121K -$199 -2 -0.2%
HBT
759
Hills Bank & Trust
Iowa
$121K – – –
SC
760
Sierra Capital
Florida
$119K – – –
TFP
761
Tilia Fiduciary Partners
North Carolina
$116K – – –
CFD
762
Creative Financial Designs
Indiana
$115K -$50.4K -506 -31%
CBT
763
CoreFirst Bank & Trust
Kansas
$110K – – –
ARIS
764
Advanced Research Investment Solutions
California
$110K +$109K +1,090 New
MA
765
Montag & Associates
Georgia
$107K – – –
OSAM
766
O'Shaughnessy Asset Management
Connecticut
$105K +$66.2K +665 +176%
DWMG
767
DB Wealth Management Group
California
$104K +$10.9K +109 +12%
BFO
768
Biltmore Family Office
North Carolina
$101K – – –
EWM
769
Evermay Wealth Management
Virginia
$101K – – –
WIM
770
Wittenberg Investment Management
Massachusetts
$101K +$100K +1,009 New
CG
771
Cutler Group
California
$100K -$189K -1,900 -66%
MIFH
772
Migdal Insurance & Financial Holdings
Israel
$100K +$98.6K +990 New
KTC
773
Kistler-Tiffany Companies
Pennsylvania
$97K – – –
LAS
774
Lloyd Advisory Services
Georgia
$96K -$21.7K -218 -19%
QC
775
Quent Capital
New York
$94K +$9.86K +99 +12%
29 30
31
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