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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
851
Bogart Wealth LLC
Virginia
$121K – – –
IBOK
852
Independence Bank of Kentucky
Kentucky
$121K – – –
AEPWM
853
Atlantic Edge Private Wealth Management
Florida
$119K +$108K +1,140 New
PWMA
854
Pension & Wealth Management Advisors
Massachusetts
$119K +$379 +4 +0.4%
GG
855
Greenwood Gearhart
Arkansas
$118K +$107K +1,130 New
PWMG
856
Provence Wealth Management Group
California
$117K -$41.3K -436 -28%
LWCFA
857
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K – – –
CBT
858
CoreFirst Bank & Trust
Kansas
$114K – – –
USB
859
Union Savings Bank
Connecticut
$114K – – –
IGWM
860
ICA Group Wealth Management
Colorado
$111K +$101K +1,064 New
RG
861
Retirement Group
California
$111K – – –
DWMG
862
DB Wealth Management Group
California
$111K – – –
TC
863
Trust Company
Kansas
$106K – – –
BFO
864
Biltmore Family Office
North Carolina
$104K – – –
EWM
865
Evermay Wealth Management
Virginia
$104K – – –
MCM
866
MidAtlantic Capital Management
Virginia
$95.3K +$86.5K +912 New
BFEC
867
Benjamin F. Edwards & Company
Missouri
$95K +$1.33K +14 +2%
MPCG
868
Matrix Private Capital Group
New York
$94K – – –
RAM
869
Ramirez Asset Management
New York
$94K – – –
SS
870
Sunbelt Securities
Texas
$91.1K – – –
RWM
871
Raffa Wealth Management
District of Columbia
$88.2K – – –
PA
872
PSI Advisors
Florida
$87.4K +$284 +3 +0.4%
JGIA
873
Jackson Grant Investment Advisers
Connecticut
$87.1K +$95 +1 +0.1%
W
874
WealthCollab
Washington
$86.1K +$78.1K +824 New
SL
875
Salomon & Ludwin
Virginia
$86K – – –
33 34
35
36 37