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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
551
Berkshire Asset Management
Pennsylvania
$315K +$346K +3,978 New
9WM
552
9258 Wealth Management
Ohio
$312K -$10.8K -124 -3%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$308K +$338K +3,886 New
VCA
554
Verdence Capital Advisors
Maryland
$303K -$470K -5,398 -59%
MWM
555
McNaughton Wealth Management
California
$302K -$28.7K -330 -8%
RIA
556
Regal Investment Advisors
Michigan
$301K +$174 +2 +0.1%
JSW
557
Journey Strategic Wealth
New Jersey
$301K +$331K +3,801 New
NAS
558
Nicolet Advisory Services
Wisconsin
$300K +$6.1K +70 +2%
AIA
559
Armor Investment Advisors
North Carolina
$299K – – –
SIM
560
Stratos Investment Management
Ohio
$298K -$21.4K -246 -6%
AW
561
ACG Wealth
Georgia
$298K – – –
FA
562
Fermata Advisors
California
$298K +$57.3K +658 +21%
MC
563
Middleton & Co
Massachusetts
$296K – – –
SCA
564
Sage Capital Advisors
South Dakota
$295K – – –
LRPA
565
L. Roy Papp & Associates
Arizona
$294K +$87 +1 +0%
WPC
566
White Pine Capital
Minnesota
$293K +$17.4K +200 +6%
PMFA
567
Plante Moran Financial Advisors
Michigan
$291K +$55.7K +640 +21%
CSWM
568
Cassady Schiller Wealth Management
Ohio
$290K -$132K -1,514 -29%
SI
569
Saxon Interests
Texas
$290K +$319K +3,665 New
SCA
570
St. Clair Advisors
Ohio
$290K – – –
WLIM
571
White Lighthouse Investment Management
Massachusetts
$289K +$13.1K +150 +4%
UWPG
572
Ullmann Wealth Partners Group
Florida
$286K – – –
HA
573
HFG Advisors
Ohio
$285K – – –
HF
574
Halpern Financial
Virginia
$285K – – –
HCM
575
Hollencrest Capital Management
California
$281K – – –
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