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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
426
Integrated Advisors Network
Texas
$328K +$315K +4,296 New
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$327K +$145K +1,972 +85%
AP
428
Adero Partners
California
$325K +$313K +4,264 New
WP
429
WealthSource Partners
California
$324K +$86.9K +1,186 +39%
TCBWMS
430
Texas Capital Bank Wealth Management Services
Texas
$324K +$311K +4,246 New
DWA
431
Dougherty Wealth Advisers
Minnesota
$323K – – –
RIM
432
Regent Investment Management
Kentucky
$320K – – –
PMFA
433
Plante Moran Financial Advisors
Michigan
$320K +$23.8K +324 +8%
UWPG
434
Ullmann Wealth Partners Group
Florida
$317K – – –
CWM
435
CCG Wealth Management
California
$315K -$46.9K -640 -13%
CST
436
Charles Schwab Trust
Nevada
$313K – – –
MC
437
Middleton & Co
Massachusetts
$313K – – –
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$312K – – –
MA
439
MONECO Advisors
Connecticut
$312K +$147 +2 +0.1%
BWP
440
Baldwin Wealth Partners
Massachusetts
$311K -$3.67K -50 -1%
PP
441
PagnatoKarp Partners
Virginia
$309K – – –
NAM
442
NTV Asset Management
West Virginia
$309K +$33.3K +454 +13%
WPC
443
White Pine Capital
Minnesota
$308K -$14.7K -200 -5%
AWS
444
AJ Wealth Strategies
New York
$306K -$9.53K -130 -3%
HB
445
Homrich & Berg
Georgia
$306K +$11.4K +156 +4%
OC
446
Oakworth Capital
Alabama
$305K -$1.91K -26 -0.7%
HSA
447
HBK Sorce Advisory
Pennsylvania
$300K +$17K +232 +6%
LNC
448
Lincoln National Corp
Pennsylvania
$299K +$287K +3,910 New
RBFC
449
Roman Butler Fullerton & Co
Missouri
$297K +$224K +3,056 +366%
MFG
450
Magnus Financial Group
New York
$293K -$187K -2,544 -40%
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