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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
951
Decision Investments
California
$226K +$231K +1,652 New
OC
952
Oakworth Capital
Alabama
$225K – – –
TTWM
953
TCV Trust & Wealth Management
Virginia
$224K – – –
AC
954
Avestar Capital
New York
$224K – – –
LWL
955
Leo Wealth LLC
Texas
$223K +$15K +107 +7%
AWP
956
Axis Wealth Partners
Rhode Island
$222K -$4.89K -35 -2%
CTA
957
Chesley Taft & Associates
Illinois
$221K – – –
FNT
958
First Nebraska Trust
Nebraska
$219K – – –
T
959
TrustBank
Illinois
$219K +$224K +1,600 New
EWM
960
Elevation Wealth Management
Minnesota
$219K +$223K +1,599 New
MWM
961
Mascagni Wealth Management
Mississippi
$218K – – –
AIM
962
Athena Investment Management
California
$218K – – –
AR
963
Apeiron RIA
Texas
$217K +$223K +1,594 New
CCA
964
Carrera Capital Advisors
Michigan
$216K – – –
RWM
965
Revisor Wealth Management
Ohio
$216K +$215K +1,538 New
UW
966
Unique Wealth
Florida
$215K +$699 +5 +0.3%
GKWIM
967
Gerber Kawasaki Wealth & Investment Management
California
$215K +$140 +1 +0.1%
SRPTWM
968
Split Rock Private Trading & Wealth Management
Minnesota
$214K +$219K +1,565 New
TCOTS
969
Trust Company of the South
North Carolina
$213K – – –
FIM
970
Freedom Investment Management
Connecticut
$213K -$699 -5 -0.3%
TAM
971
TCP Asset Management
Ohio
$213K +$16.9K +121 +8%
SFP
972
Shepherd Financial Partners
Massachusetts
$212K – – –
ZIM
973
Zacks Investment Management
Illinois
$210K -$23.8K -170 -10%
SHWM
974
Smith & Howard Wealth Management
Georgia
$209K – – –
BC
975
Burney Company
Virginia
$209K +$213K +1,525 New
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39
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