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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
926
Unique Wealth
Florida
$217K +$198K +1,566 New
CMI
927
Clare Market Investments
Texas
$217K +$197K +1,561 New
BDFN
928
Bond & Devick Financial Network
Minnesota
$216K +$197K +1,560 New
TCOTS
929
Trust Company of the South
North Carolina
$216K +$197K +1,559 New
CWS
930
Cypress Wealth Services
California
$216K +$197K +1,558 New
SFP
931
Shepherd Financial Partners
Massachusetts
$215K +$196K +1,547 New
LG
932
LaFleur & Godfrey
Michigan
$214K +$195K +1,542 New
SHWM
933
Smith & Howard Wealth Management
Georgia
$212K +$193K +1,529 New
ZIM
934
Zacks Investment Management
Illinois
$211K +$193K +1,524 New
WA
935
Waddell & Associates
Tennessee
$211K +$193K +1,522 New
HI
936
Hendershot Investments
Virginia
$211K +$193K +1,522 New
GKIM
937
GW&K Investment Management
Massachusetts
$211K – – –
AMM
938
American Money Management
California
$211K +$192K +1,519 New
LWL
939
Leo Wealth LLC
Texas
$211K +$192K +1,518 New
TM
940
TigerOak Management
New Mexico
$211K +$192K +1,518 New
PWM
941
PBMares Wealth Management
Virginia
$210K +$192K +1,515 New
FIBT
942
First International Bank & Trust
North Dakota
$210K -$360K -2,843 -65%
AWA
943
Alta Wealth Advisors
Massachusetts
$210K +$191K +1,511 New
EIA
944
Edgemoor Investment Advisors
Maryland
$209K +$191K +1,510 New
CAG
945
Centerpoint Advisory Group
Kansas
$208K +$190K +1,500 New
GBWM
946
Granite Bay Wealth Management
New Hampshire
$208K +$190K +1,500 New
TF
947
Theory Financial
Colorado
$207K +$185K +1,464 New
MAM
948
MMA Asset Management
Pennsylvania
$207K +$189K +1,492 New
DRP
949
Decker Retirement Planning
Utah
$207K -$19.6K -155 -9%
PSCM
950
Per Stirling Capital Management
Texas
$207K +$188K +1,489 New
36 37
38
39 40