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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
776
White Lighthouse Investment Management
Massachusetts
$328K -$122K -904 -26%
BCG
777
Breakwater Capital Group
New Jersey
$327K +$6.22K +46 +2%
SEP
778
Signature Equity Partners
Ohio
$327K +$37.6K +278 +12%
TA
779
TrueWealth Advisors
Alabama
$327K – – –
TCM
780
Tassel Capital Management
North Carolina
$326K -$58.2K -430 -14%
SWM
781
Steelhead Wealth Management
Virginia
$326K +$345K +2,549 New
PSF
782
Pacific Sun Financial
California
$325K +$16.2K +120 +5%
FFC
783
First Financial Corp
Indiana
$323K – – –
SFGM
784
Stonebridge Financial Group (Missouri)
Missouri
$323K +$3.38K +25 +1%
AWA
785
Amplius Wealth Advisors
Pennsylvania
$322K +$37.6K +278 +12%
BF
786
Baring Financial
Washington
$321K – – –
NG
787
Norden Group
Utah
$321K +$5.14K +38 +2%
PP
788
PDS Planning
Ohio
$320K +$135 +1 +0%
TWM
789
Thryve Wealth Management
Texas
$319K -$16.9K -125 -5%
WSA
790
Wealth Science Advisors
Georgia
$319K – – –
CICC
791
Capital Investment Counsel (Colorado)
Colorado
$318K -$2.84M -21,021 -89%
GP
792
GLR Partners
Maryland
$318K +$336K +2,482 New
RCM
793
Radnor Capital Management
Pennsylvania
$318K – – –
UCMOK
794
United Capital Management of KS
Kansas
$317K -$13.5M -99,803 -98%
JSW
795
Journey Strategic Wealth
New Jersey
$317K -$20.2K -149 -6%
VCP
796
Vista Capital Partners
Oregon
$316K -$14.6K -108 -4%
Q1WB
797
Quest 10 Wealth Builders
Virginia
$315K +$78.8K +582 +31%
GC
798
Guidance Capital
Kentucky
$314K +$309K +2,282 New
FFA
799
Fortune Financial Advisors
Kansas
$312K +$5.41K +40 +2%
AC
800
Apella Capital
Connecticut
$311K +$306K +2,260 New
30 31
32
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