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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
401
Litman Gregory Wealth Management
California
$2.02M – – –
OLA
402
Oliver Luxxe Assets
New Jersey
$2M -$60.9K -748 -3%
DA
403
Dover Advisors
Virginia
$2M +$675K +8,299 +51%
KWM
404
Kingsview Wealth Management
Oregon
$2M +$123K +1,513 +7%
RIS
405
Retirement Income Solutions
Michigan
$2M -$337K -4,144 -14%
NFG
406
Nations Financial Group
Iowa
$1.96M -$2.2K -27 -0.1%
1WM
407
1900 Wealth Management
Texas
$1.96M +$262K +3,215 +15%
FBB
408
Fulton Breakefield Broenniman
Maryland
$1.95M -$37.4K -459 -2%
AP
409
Appleton Partners
Massachusetts
$1.95M -$66.4K -816 -3%
PA
410
Procyon Advisors
Connecticut
$1.94M +$352K +4,321 +22%
PBO
411
Peoples Bank (Ohio)
Ohio
$1.94M -$72.9K -896 -4%
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$1.93M -$66.7K -820 -3%
MFP
413
Meridian Financial Partners
Virginia
$1.93M +$1.87M +22,975 New
HWA
414
Heritage Wealth Advisors
Virginia
$1.91M +$54.8K +673 +3%
LC
415
LCNB Corp
Ohio
$1.9M -$37.8K -465 -2%
BB
416
Busey Bank
Illinois
$1.89M -$33K -406 -2%
FC
417
Fulcrum Capital
Washington
$1.88M – – –
VVP
418
Venture Visionary Partners
Ohio
$1.87M +$8.46K +104 +0.5%
CFP
419
Catalyst Financial Partners
Massachusetts
$1.86M +$349K +4,288 +23%
GS
420
GTS Securities
Florida
$1.86M +$1.86M +22,885 New
WAM
421
Weatherly Asset Management
California
$1.85M -$116K -1,425 -6%
BFO
422
Boston Family Office
Massachusetts
$1.85M – – –
BBNA
423
Bremer Bank National Association
Minnesota
$1.84M – – –
FT
424
Fiduciary Trust
Massachusetts
$1.84M +$80.2K +985 +5%
HAFS
425
Hapanowicz & Associates Financial Services
Pennsylvania
$1.84M +$34.8K +428 +2%
15 16
17
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