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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1026
Root Financial Partners
California
$70.5K +$69.9K +495 New
GWS
1027
Glassman Wealth Services
Virginia
$70.4K – – –
PK
1028
Pflug Koory
Nebraska
$67.6K – – –
HPIA
1029
Hamilton Point Investment Advisors
North Carolina
$67.2K – – –
AFG
1030
Albion Financial Group
Utah
$67.1K – – –
AP
1031
Atwood & Palmer
Missouri
$65.5K – – –
LFA
1032
LGT Financial Advisors
Texas
$65.2K – – –
MFC
1033
Mechanics Financial Corp
Ohio
$64.9K – – –
BWM
1034
Bernard Wealth Management
Michigan
$61K – – –
KB
1035
Kimelman & Baird
New York
$61K – – –
HWM
1036
Horizons Wealth Management
North Carolina
$60.7K – – –
JWA
1037
JFS Wealth Advisors
Pennsylvania
$60.1K +$7.35K +52 +14%
MWA
1038
Medallion Wealth Advisors
Connecticut
$59.8K – – –
MIFH
1039
Migdal Insurance & Financial Holdings
Israel
$58K -$57.9K -410 -50%
FRA
1040
Front Row Advisors
California
$57.8K – – –
CMP
1041
Coston McIsaac & Partners
Maine
$57K – – –
PAM
1042
Palisade Asset Management
Minnesota
$57K +$56.5K +400 New
MTIC
1043
Missouri Trust & Investment Company
Missouri
$56.1K +$41.5K +294 +294%
GWS
1044
Greykasell Wealth Strategies
California
$54.8K +$54.4K +385 New
ITIM
1045
Indiana Trust & Investment Management
Indiana
$54.5K – – –
NSG
1046
Nalls Sherbakoff Group
Tennessee
$54.5K – – –
MEG
1047
Millstone Evans Group
Colorado
$54.3K – – –
HI
1048
Horizon Investments
North Carolina
$51.8K – – –
TTIC
1049
Tower Trust & Investment Company
Iowa
$48.7K – – –
CWP
1050
Concord Wealth Partners
Virginia
$46.8K – – –
40 41
42
43 44