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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
726
Madison Wealth Partners
Wisconsin
$377K +$25.2K +186 +7%
SRC
727
Sage Rhino Capital
California
$375K – – –
BPWM
728
BCS Private Wealth Management
New Jersey
$374K – – –
IAIM
729
International Assets Investment Management
Florida
$373K +$1.49K +11 +0.4%
PWP
730
Perfromance Wealth Partners
Illinois
$373K -$13.1K -97 -3%
KL
731
KilterHowling LLC
Colorado
$368K +$135 +1 +0%
SC
732
Steph & Co
Wisconsin
$360K -$41.3K -305 -10%
MBWA
733
Marin Bay Wealth Advisors
California
$360K -$688K -5,087 -64%
AF
734
Advisornet Financial
Minnesota
$360K +$2.57K +19 +0.7%
GPWM
735
Grant Private Wealth Management
California
$359K -$6.77K -50 -2%
OFS
736
OneAscent Financial Services
Alabama
$359K +$7.17K +53 +2%
CAI
737
Capital Advisors Inc
Oklahoma
$358K -$18.1K -134 -5%
GIM
738
Goelzer Investment Management
Indiana
$357K +$105K +773 +38%
EWA
739
Exencial Wealth Advisors
Oklahoma
$357K +$5.95K +44 +2%
AA
740
Advisory Alpha
Michigan
$356K – – –
CWM
741
CCG Wealth Management
California
$356K +$36.3K +268 +11%
RWA
742
Redhawk Wealth Advisors
Minnesota
$356K +$135 +1 +0%
SPWG
743
Syntegra Private Wealth Group
Missouri
$354K – – –
GM
744
GeoWealth Management
Illinois
$353K +$11K +81 +3%
TCBWMS
745
Texas Capital Bank Wealth Management Services
Texas
$353K -$33.2K -245 -8%
PP
746
Paladin Partners
Wisconsin
$348K +$82.5K +610 +29%
TC
747
Trilogy Capital
California
$348K -$12.7K -94 -3%
CFS
748
CRA Financial Services
New Jersey
$348K +$35.9K +265 +11%
GWMR
749
GC Wealth Management RIA
Massachusetts
$347K – – –
KLI
750
Kelman-Lazarov Inc
Tennessee
$346K – – –
28 29
30
31 32