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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
901
GPS Wealth Strategies Group
Colorado
$161K +$59.9K +466 +51%
EK
902
Evensky & Katz
Florida
$161K +$129 +1 +0.1%
SS
903
Sunbelt Securities
Texas
$148K – – –
AIA
904
Arcadia Investment Advisors
Idaho
$145K – – –
AC
905
AlphaCore Capital
California
$145K +$159K +1,234 New
NEWAS
906
N.E.W. Advisory Services
Wisconsin
$144K +$158K +1,228 New
CFD
907
Creative Financial Designs
Indiana
$140K – – –
RWM
908
Rialto Wealth Management
New York
$139K -$5.53K -43 -4%
TCA
909
Trifecta Capital Advisors
Illinois
$135K – – –
PWMA
910
Pension & Wealth Management Advisors
Massachusetts
$135K +$129 +1 +0.1%
AEPWM
911
Atlantic Edge Private Wealth Management
Florida
$134K – – –
RCA
912
Runnymede Capital Advisors
Ohio
$132K -$13.5K -105 -9%
PA
913
Pineridge Advisors
Missouri
$130K -$11.8K -92 -8%
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K – – –
BFO
915
Biltmore Family Office
North Carolina
$129K – – –
EB
916
Eastern Bank
Massachusetts
$128K – – –
BWL
917
Bogart Wealth LLC
Virginia
$127K -$7.58K -59 -5%
BA
918
Ballast Advisors
Minnesota
$121K -$25.7K -200 -16%
TF
919
Tompkins Financial
New York
$121K – – –
PCTC
920
Perkins Coie Trust Company
Washington
$121K – – –
TC
921
Trust Company
Kansas
$120K – – –
EWM
922
Evermay Wealth Management
Virginia
$117K – – –
CWM
923
Copia Wealth Management
Oregon
$116K -$129 -1 -0.1%
USB
924
Union Savings Bank
Connecticut
$114K -$1.67K -13 -1%
RFG
925
REAP Financial Group
Texas
$113K -$55.8K -434 -31%
35 36
37
38 39