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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Towercrest Capital Management
Pennsylvania
$346K – – –
UCMOK
802
United Capital Management of KS
Kansas
$345K -$16.5K -120 -5%
DWM
803
Diversify Wealth Management
Utah
$345K -$236K -1,712 -41%
DAS
804
Diversify Advisory Services
Utah
$345K +$346K +2,509 New
LI
805
LRI Investments
Florida
$344K – – –
FA
806
FDx Advisors
Illinois
$343K +$1.65K +12 +0.5%
EAN
807
Excelsior Advisor Network
Colorado
$342K +$35.8K +260 +13%
WSA
808
Wealth Science Advisors
Georgia
$341K – – –
SFS
809
Stiles Financial Services
Minnesota
$339K +$15.9K +115 +5%
WFM
810
Wolff Financial Management
Michigan
$339K -$105K -765 -25%
VCP
811
Vista Capital Partners
Oregon
$339K -$21.5K -156 -6%
AC
812
Apella Capital
Connecticut
$339K +$17.2K +125 +6%
MSA
813
Marino Stram & Associates
Massachusetts
$336K +$99.7K +723 +46%
LKBC
814
L.K. Benson & Company
Maryland
$334K -$15.3K -111 -5%
LCWP
815
Legacy Capital Wealth Partners
Arkansas
$334K -$808K -5,859 -72%
AIA
816
Armor Investment Advisors
North Carolina
$332K – – –
EGWAG
817
Elwood & Goetz Wealth Advisory Group
Georgia
$331K +$1.93K +14 +0.6%
NPT
818
Nixon Peabody Trust
Massachusetts
$329K +$310K +2,250 New
MMG
819
Monetary Management Group
Missouri
$329K – – –
NWM
820
Nova Wealth Management
Florida
$329K – – –
GBT
821
Grove Bank & Trust
Florida
$329K – – –
NG
822
Norden Group
Utah
$328K -$35.7K -259 -10%
RPGK
823
Retirement Planning Group (Kansas)
Kansas
$327K – – –
FP
824
Financial Perspectives
Minnesota
$326K – – –
XT
825
XTX Topco
Cayman Islands
$326K +$307K +2,224 New
31 32
33
34 35