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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
776
GC Wealth Management RIA
Massachusetts
$371K +$115K +820 +43%
OCA
777
OpenArc Corporate Advisory
Georgia
$370K +$377K +2,699 New
KLI
778
Kelman-Lazarov Inc
Tennessee
$369K – – –
SIC
779
Sterling Investment Counsel
New York
$369K +$377K +2,696 New
ECA
780
Elevated Capital Advisors
Utah
$368K – – –
BWM
781
BCGM Wealth Management
Indiana
$368K – – –
MAV
782
Mason & Associates (Virginia)
Virginia
$367K -$55.9K -400 -13%
GM
783
GeoWealth Management
Illinois
$366K +$21.8K +156 +6%
JIC
784
Joel Isaacson & Co
New York
$365K -$12.3K -88 -3%
EIP
785
Easterly Investment Partners
Massachusetts
$364K – – –
CFP
786
Cascade Financial Partners
California
$363K -$3.35K -24 -0.9%
AA
787
Argent Advisors
Louisiana
$363K – – –
AIM
788
Aspen Investment Management
Michigan
$361K +$369K +2,638 New
WETS
789
Wealth Enhancement Trust Services
South Dakota
$361K +$368K +2,636 New
CCWP
790
Cedar Cove Wealth Partners
Minnesota
$361K +$368K +2,635 New
MWMDPGFG
791
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$361K +$368K +2,633 New
AFTS
792
American Financial & Tax Strategies
New York
$360K -$1.96K -14 -0.5%
DAS
793
Daybright Advisory Services
Florida
$360K +$367K +2,629 New
JSW
794
Journey Strategic Wealth
New Jersey
$359K -$978 -7 -0.3%
FA
795
Flagstar Advisors
New York
$358K -$1.47M -10,542 -80%
TWM
796
Thryve Wealth Management
Texas
$358K +$365K +2,614 New
CPSAC
797
Chas P. Smith & Associates (CPS)
Florida
$356K +$363K +2,600 New
NEPWA
798
New England Private Wealth Advisors
Massachusetts
$355K +$140 +1 +0%
SCTC
799
Sanibel Captiva Trust Company
Florida
$355K -$70.9K -507 -16%
VCP
800
Vista Capital Partners
Oregon
$353K +$15.1K +108 +4%
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