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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
776
Bogart Wealth LLC
Virginia
$112K – – –
IBOK
777
Independence Bank of Kentucky
Kentucky
$112K -$6.38K -70 -6%
TFP
778
Tilia Fiduciary Partners
North Carolina
$111K – – –
MA
779
Montag & Associates
Georgia
$110K – – –
PWMA
780
Pension & Wealth Management Advisors
Massachusetts
$110K -$103K -1,134 Closed
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K – – –
CBT
782
CoreFirst Bank & Trust
Kansas
$106K – – –
OSAM
783
O'Shaughnessy Asset Management
Connecticut
$106K +$13.1K +144 +15%
EWA
784
EverSource Wealth Advisors
Alabama
$106K +$91 +1 +0.1%
IF
785
Integrity Financial
Wyoming
$104K -$6.01K -66 -6%
RG
786
Retirement Group
California
$102K +$91 +1 +0.1%
GM
787
GeoWealth Management
Illinois
$99K +$93.3K +1,024 New
TC
788
Trust Company
Kansas
$98.4K – – –
BFO
789
Biltmore Family Office
North Carolina
$96.6K – – –
EWM
790
Evermay Wealth Management
Virginia
$96.6K – – –
OP
791
ORG Partners
Indiana
$94.3K +$88.6K +972 New
MPCG
792
Matrix Private Capital Group
New York
$87K – – –
SIS
793
Sound Income Strategies
Florida
$86.8K -$12.8K -140 -13%
BFEC
794
Benjamin F. Edwards & Company
Missouri
$86K – – –
BTI
795
Blue Trust Inc
Georgia
$83K -$36.4K -399 -30%
RWM
796
Raffa Wealth Management
District of Columbia
$81.6K – – –
PA
797
PSI Advisors
Florida
$80.6K +$91 +1 +0.1%
JGIA
798
Jackson Grant Investment Advisers
Connecticut
$80.3K +$91 +1 +0.1%
CTA
799
Colonial Trust Advisors
South Carolina
$77.3K – – –
SN
800
Sittner & Nelson
Oregon
$77.3K – – –
30 31
32
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