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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
C
501
Certuity
Florida
$2.08M – – –
LB
502
Legacy Bridge
Iowa
$2.08M – – –
MBT
503
Montecito Bank & Trust
California
$2.08M +$421 +4 +0%
PMG
504
Private Management Group
California
$2.08M +$2.1K +20 +0.1%
MW
505
MBL Wealth
North Carolina
$2.03M -$99.9K -950 -5%
DP
506
Denver PWM
Colorado
$2.02M -$8.62K -82 -0.5%
GWAM
507
Guardian Wealth Advisors (Minnesota)
Minnesota
$2M -$17.5K -166 -0.9%
FMWA
508
Forvis Mazars Wealth Advisors
Missouri
$2M -$244K -2,318 -11%
AFP
509
Ausdal Financial Partners
Iowa
$2M -$32K -304 -2%
FW
510
Fairway Wealth
Ohio
$1.99M -$91.9K -874 -5%
GVAG
511
Great Valley Advisor Group
Delaware
$1.99M +$137K +1,305 +8%
WDL
512
Well Done LLC
Michigan
$1.98M +$28.5K +271 +2%
CHAM
513
Clear Harbor Asset Management
Connecticut
$1.98M +$20.2K +192 +1%
BRWA
514
B. Riley Wealth Advisors
Florida
$1.98M -$14.3K -136 -0.8%
EB
515
Eastern Bank
Massachusetts
$1.97M -$206K -1,963 -10%
BAM
516
Belpointe Asset Management
Nevada
$1.96M +$3.37K +32 +0.2%
RC
517
Roundview Capital
New Jersey
$1.95M – – –
NCG
518
Newport Capital Group
New Jersey
$1.94M -$14K -133 -0.8%
ZBNA
519
Zions Bancorporation, National Association
Utah
$1.94M -$57.5K -547 -3%
GF
520
GGM Financials
Ohio
$1.94M -$13.2M -125,099 -88%
SCA
521
Sage Capital Advisors
South Dakota
$1.93M -$9.04K -86 -0.5%
FPGK
522
Financial Partners Group (Kansas)
Kansas
$1.93M -$34.9K -332 -2%
AF
523
Atala Financial
California
$1.93M -$64.8K -616 -3%
SWM
524
SigFig Wealth Management
California
$1.9M -$81.4K -774 -4%
PA
525
Pinnacle Associates
New York
$1.9M – – –
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