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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
801
Lloyd Advisory Services
Georgia
$135K -$5.13K -44 -4%
TFP
802
Tilia Fiduciary Partners
North Carolina
$133K +$134K +1,150 New
CBT
803
CoreFirst Bank & Trust
Kansas
$126K – – –
HR
804
Hayden Royal
North Carolina
$125K +$126K +1,084 New
MA
805
Montag & Associates
Georgia
$123K – – –
BFO
806
Biltmore Family Office
North Carolina
$115K – – –
EWM
807
Evermay Wealth Management
Virginia
$115K – – –
FEG
808
Financial Enhancement Group
Indiana
$115K – – –
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K – – –
KTC
810
Kistler-Tiffany Companies
Pennsylvania
$111K – – –
WOSD
811
WFA of San Diego
California
$110K -$2.92K -25 -3%
MPCG
812
Matrix Private Capital Group
New York
$107K – – –
DWMG
813
DB Wealth Management Group
California
$107K +$74.6K +640 +221%
HR
814
Howe & Rusling
New York
$107K +$84.5K +725 +359%
PCA
815
Providence Capital Advisors
North Carolina
$106K – – –
1IA
816
1834 Investment Advisors
Wisconsin
$104K -$8.28K -71 -7%
POIA
817
Pin Oak Investment Advisors
Texas
$103K – – –
ADL
818
Asset Dedication LLC
California
$103K +$5.6K +48 +6%
RWM
819
Raffa Wealth Management
District of Columbia
$97.2K – – –
QC
820
Quent Capital
New York
$96K +$97.1K +833 New
JGIA
821
Jackson Grant Investment Advisers
Connecticut
$95K +$117 +1 +0.1%
PA
822
PSI Advisors
Florida
$95K +$117 +1 +0.1%
SN
823
Sittner & Nelson
Oregon
$92K – – –
SFPG
824
Stonebridge Financial Planning Group
Florida
$90K – – –
MFM
825
MD Financial Management
Ontario, Canada
$88K +$89.5K +768 New
31 32
33
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