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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
751
Monarch Capital Management
Indiana
$389K +$55.1K +400 +18%
SC
752
Steph & Co
Wisconsin
$388K -$22.5K -163 -6%
AA
753
Argent Advisors
Louisiana
$388K – – –
IAIM
754
International Assets Investment Management
Florida
$386K -$32K -232 -8%
AIM
755
Aspen Investment Management
Michigan
$386K – – –
WETS
756
Wealth Enhancement Trust Services
South Dakota
$386K – – –
CCWP
757
Cedar Cove Wealth Partners
Minnesota
$386K – – –
AFTS
758
American Financial & Tax Strategies
New York
$385K – – –
WCL
759
Wealth Care LLC
Florida
$384K – – –
LW
760
Livet Wealth
Utah
$381K – – –
TCBWMS
761
Texas Capital Bank Wealth Management Services
Texas
$380K -$21.8K -158 -6%
GWMIA
762
Global Wealth Management Investment Advisory
Florida
$380K +$35.3K +256 +11%
BCG
763
Breakwater Capital Group
New Jersey
$380K +$5.1K +37 +1%
FA
764
Flagstar Advisors
New York
$378K -$1.65K -12 -0.5%
CAI
765
Capital Advisors Inc
Oklahoma
$374K -$33.5K -243 -9%
TA
766
TrueWealth Advisors
Alabama
$374K – – –
SWM
767
Steelhead Wealth Management
Virginia
$373K – – –
TCM
768
Tassel Capital Management
North Carolina
$373K – – –
MFA
769
Mayflower Financial Advisors
Massachusetts
$372K -$3.31K -24 -0.9%
PSF
770
Pacific Sun Financial
California
$372K – – –
PAG
771
Paladin Advisory Group
Iowa
$370K -$6.2K -45 -2%
FFC
772
First Financial Corp
Indiana
$369K – – –
SFGM
773
Stonebridge Financial Group (Missouri)
Missouri
$369K +$138 +1 +0%
IBOK
774
Independence Bank of Kentucky
Kentucky
$367K -$12.1K -88 -3%
PP
775
PDS Planning
Ohio
$367K +$414 +3 +0.1%
29 30
31
32 33