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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$2.08M -$313K -3,944 -14%
FBB
402
Fulton Breakefield Broenniman
Maryland
$2.07M -$63.1K -796 -3%
CRWM
403
Castle Rock Wealth Management
California
$2.06M +$49.4K +624 +2%
NFG
404
Nations Financial Group
Iowa
$2.04M +$27.3K +344 +1%
WAM
405
Weatherly Asset Management
California
$2.04M – – –
SMC
406
Smith, Moore & Co
Missouri
$2.03M +$103K +1,296 +6%
AWM
407
Apollon Wealth Management
South Carolina
$2.03M +$72.5K +915 +4%
MG
408
Mather Group
Illinois
$2.03M – – –
FI
409
Financial Insights
Washington
$2.02M +$1.91M +24,061 New
LC
410
LCNB Corp
Ohio
$2.01M +$36.5K +460 +2%
BB
411
Busey Bank
Illinois
$1.99M +$27.1K +342 +1%
FC
412
Fulcrum Capital
Washington
$1.95M – – –
KWM
413
Kingsview Wealth Management
Oregon
$1.94M -$21.4K -270 -1%
VVP
414
Venture Visionary Partners
Ohio
$1.93M -$15.7K -198 -0.9%
HWA
415
Heritage Wealth Advisors
Virginia
$1.93M +$567K +7,150 +45%
MWM
416
Meridian Wealth Management
Kentucky
$1.92M -$125K -1,578 -6%
BFO
417
Boston Family Office
Massachusetts
$1.92M -$84.5K -1,067 -4%
BBNA
418
Bremer Bank National Association
Minnesota
$1.91M – – –
AA
419
Ancora Advisors
Ohio
$1.89M +$79 +1 +0%
MA
420
MBA Advisors
Pennsylvania
$1.87M -$11.6K -147 -0.7%
WF
421
Welch & Forbes
Massachusetts
$1.87M +$124K +1,567 +8%
EB
422
Eastern Bank
Massachusetts
$1.87M -$24.3M -307,237 -93%
HAFS
423
Hapanowicz & Associates Financial Services
Pennsylvania
$1.87M +$47.9K +604 +3%
HWA
424
Hilltop Wealth Advisors
North Carolina
$1.84M -$243K -3,067 -12%
LC
425
Lindbrook Capital
California
$1.84M +$13.5K +170 +0.8%
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