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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Topsail Wealth Management
North Carolina
$580K +$7.55K +54 +1%
IWA
652
Icon Wealth Advisors
Texas
$575K – – –
GHA
653
Granite Harbor Advisors
Texas
$574K +$6.29K +45 +1%
WAC
654
William Allan Corp
Colorado
$572K +$583K +4,175 New
IAN
655
Integrated Advisors Network
Texas
$564K +$9.92K +71 +2%
VDI
656
Vaughan David Investments
Illinois
$564K -$135K -968 -19%
WRPWM
657
Werba Rubin Papier Wealth Management
California
$561K +$559 +4 +0.1%
BAM
658
Berkshire Asset Management
Pennsylvania
$561K -$2.38K -17 -0.4%
FI
659
Financial Insights
Washington
$559K -$11.6K -83 -2%
PWMG
660
Prestige Wealth Management Group
New Jersey
$557K – – –
FWM
661
Fingerlakes Wealth Management
New York
$553K -$11.2K -80 -2%
BWP
662
Baldwin Wealth Partners
Massachusetts
$548K – – –
SMC
663
Smith, Moore & Co
Missouri
$546K -$11.6K -83 -2%
CPSC
664
Carl P. Sherr & Co
Massachusetts
$539K -$6.43K -46 -1%
GC
665
Grimes & Company
Massachusetts
$536K +$559 +4 +0.1%
KF
666
KKM Financial
Illinois
$535K – – –
SCA
667
Snowden Capital Advisors
New York
$535K +$546K +3,908 New
CCM
668
Cohen Capital Management
California
$534K +$140 +1 +0%
FF
669
Finley Financial
Nevada
$526K – – –
DAS
670
Diversify Advisory Services
Utah
$525K -$83.9K -600 -14%
HTC
671
Haverford Trust Company
Pennsylvania
$524K – – –
MC
672
Middleton & Co
Massachusetts
$523K – – –
SA
673
Skyline Advisors
Washington
$521K -$559 -4 -0.1%
SHF
674
Stage Harbor Financial
Massachusetts
$519K +$212K +1,516 +67%
UWPG
675
Ullmann Wealth Partners Group
Florida
$516K – – –
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