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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
476
Caliber Wealth Management (Kansas)
Kansas
$1.8M -$847K -8,933 -32%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$1.8M +$7.2K +76 +0.4%
FNB
478
Farmers National Bank
Kentucky
$1.79M +$122K +1,288 +7%
BAM
479
Belpointe Asset Management
Nevada
$1.78M -$22.4K -236 -1%
ZBNA
480
Zions Bancorporation, National Association
Utah
$1.77M – – –
SCA
481
Southern Capital Advisors
Tennessee
$1.77M +$104K +1,102 +6%
SL
482
SWMG LLC
Texas
$1.76M +$165K +1,736 +11%
FWM
483
FMB Wealth Management
California
$1.76M – – –
MFG
484
MidWestOne Financial Group
Iowa
$1.75M – – –
CIA
485
Concurrent Investment Advisors
Florida
$1.72M +$44.6K +470 +3%
JPG
486
Jordan Park Group
California
$1.72M -$148K -1,563 -8%
NCG
487
Newport Capital Group
New Jersey
$1.71M -$31.7K -334 -2%
IRC
488
Investors Research Corp
Georgia
$1.71M -$44.5K -469 -3%
MW
489
MBL Wealth
North Carolina
$1.71M -$28.4K -300 -2%
CHAM
490
Clear Harbor Asset Management
Connecticut
$1.71M – – –
RC
491
Roundview Capital
New Jersey
$1.7M – – –
SCA
492
Sage Capital Advisors
South Dakota
$1.7M -$41.1K -434 -2%
PCA
493
Prosperity Capital Advisors
Ohio
$1.7M +$31.5K +332 +2%
WPC
494
White Pine Capital
Minnesota
$1.69M -$224K -2,367 -12%
AF
495
Atala Financial
California
$1.69M +$278K +2,928 +20%
LWL
496
Leo Wealth LLC
Texas
$1.69M +$5.5K +58 +0.3%
RMDI
497
R.M. Davis Inc
Maine
$1.69M -$29.4K -310 -2%
FPGK
498
Financial Partners Group (Kansas)
Kansas
$1.68M +$28.9K +305 +2%
CA
499
Crumly & Associates
Illinois
$1.68M -$417K -4,403 -20%
CWP
500
Corepath Wealth Partners
Arizona
$1.66M +$1.2M +12,631 +282%
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