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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
651
KilterHowling LLC
Colorado
$275K +$182 +2 +0.1%
DJYG
652
David J. Yvars Group
Florida
$275K – – –
UL
653
Unionview LLC
Washington
$274K +$9.57K +105 +4%
SRC
654
Sage Rhino Capital
California
$272K – – –
BAM
655
Belpointe Asset Management
Nevada
$269K -$409K -4,485 -62%
BB
656
Busey Bank
Illinois
$267K – – –
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
$266K +$251K +2,757 New
WCM
658
Windsor Capital Management
Arizona
$265K – – –
LIA
659
LifePlan Investment Advisors
North Carolina
$263K +$248K +2,718 New
SWM
660
SeaCrest Wealth Management
New York
$262K – – –
CPSAC
661
Chas P. Smith & Associates (CPS)
Florida
$262K – – –
AWA
662
Amplius Wealth Advisors
Pennsylvania
$262K -$243K -2,664 -50%
SFS
663
Stiles Financial Services
Minnesota
$261K – – –
CT
664
Caldwell Trust
Florida
$261K – – –
MFA
665
Mayflower Financial Advisors
Massachusetts
$259K -$7.84K -86 -3%
FFA
666
First Foundation Advisors
California
$258K +$244K +2,674 New
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$258K – – –
NEWAS
668
N.E.W. Advisory Services
Wisconsin
$256K – – –
FIM
669
Fernwood Investment Management
Massachusetts
$255K – – –
GCM
670
Geneva Capital Management
Wisconsin
$254K -$884K -9,697 -79%
YIA
671
YHB Investment Advisors
Connecticut
$253K -$1.28K -14 -0.5%
CFA
672
Cahill Financial Advisors
Minnesota
$252K +$9.39K +103 +4%
NHC
673
Nicholas Hoffman & Company
Georgia
$252K – – –
BB
674
Bell Bank
North Dakota
$251K +$237K +2,600 New
PVAMC
675
PPS&V Asset Management Consultants
Michigan
$251K -$32.8K -360 -14%
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