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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
651
Trivium Point Advisory
Connecticut
$266K – – –
DAS
652
Dynamic Advisor Solutions
Arizona
$264K +$13.6K +137 +5%
FHA
653
Flagship Harbor Advisors
Massachusetts
$263K +$5.58K +56 +2%
VF
654
Vista Finance
Missouri
$262K -$217K -2,177 -45%
MCWA
655
Meadow Creek Wealth Advisors
Georgia
$261K -$32.2K -323 -11%
WAL
656
W Advisors LLC
Tennessee
$261K -$7.67K -77 -3%
PSF
657
Pacific Sun Financial
California
$260K – – –
WP
658
WealthPLAN Partners
Nebraska
$260K +$50.3K +505 +21%
WIM
659
WealthPlan Investment Management
Nebraska
$260K +$290K +2,912 New
WB
660
West Bancorporation
Iowa
$259K -$13.4K -135 -5%
BWM
661
BT Wealth Management
Georgia
$256K – – –
SCM
662
SOL Capital Management
Maryland
$255K +$9.96K +100 +4%
FLA
663
Financial Life Advisors
Texas
$253K -$199 -2 -0.1%
YIA
664
YHB Investment Advisors
Connecticut
$252K – – –
HNWA
665
Henrickson Nauta Wealth Advisors
Michigan
$251K – – –
SSWM
666
Sheets Smith Wealth Management
North Carolina
$251K – – –
CFS
667
CRA Financial Services
New Jersey
$251K +$17.5K +176 +8%
RWP
668
RWA Wealth Partners
Massachusetts
$250K +$248K +2,489 New
WFA
669
Websterrogers Financial Advisors
South Carolina
$248K +$244K +2,450 New
RWA
670
Redhawk Wealth Advisors
Minnesota
$247K +$398 +4 +0.2%
WA
671
Wealth Alliance
New York
$247K +$50.2K +504 +26%
IWS
672
Insight Wealth Strategies
California
$246K -$8.07K -81 -3%
OC
673
Oarsman Capital
Wisconsin
$244K – – –
PCA
674
Personal Capital Advisors
California
$242K -$70.4K -707 -23%
KWS
675
Keystone Wealth Services
California
$241K -$179K -1,800 -43%
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