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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$1.78M -$7.31K -76 -0.4%
BRWA
502
B. Riley Wealth Advisors
Florida
$1.78M -$105K -1,094 -6%
BAM
503
Belpointe Asset Management
Nevada
$1.78M +$385 +4 +0%
ZBNA
504
Zions Bancorporation, National Association
Utah
$1.77M – – –
AAS
505
Asset Allocation Strategies
Michigan
$1.76M -$207K -2,150 -11%
CIA
506
Choate Investment Advisors
Massachusetts
$1.76M -$45.2K -470 -3%
PI
507
PFG Investments
New York
$1.75M -$91K -946 -5%
VCM
508
Virtue Capital Management
Tennessee
$1.74M +$2.57M +26,696 New
AF
509
Atala Financial
California
$1.74M +$47.9K +498 +3%
RMDI
510
R.M. Davis Inc
Maine
$1.72M +$36.8K +383 +2%
NCG
511
Newport Capital Group
New Jersey
$1.71M +$1.25K +13 +0.1%
MPCG
512
Matrix Private Capital Group
New York
$1.71M +$57.7K +600 +3%
CHAM
513
Clear Harbor Asset Management
Connecticut
$1.71M +$7.5K +78 +0.4%
HSA
514
HBK Sorce Advisory
Pennsylvania
$1.71M +$25.4K +264 +2%
IRC
515
Investors Research Corp
Georgia
$1.7M – – –
RC
516
Roundview Capital
New Jersey
$1.7M +$3.46K +36 +0.2%
SCA
517
Sage Capital Advisors
South Dakota
$1.7M +$4.62K +48 +0.3%
LWL
518
Leo Wealth LLC
Texas
$1.69M +$6.83K +71 +0.4%
WPC
519
White Pine Capital
Minnesota
$1.68M -$8.65K -90 -0.5%
CA
520
Crumly & Associates
Illinois
$1.68M -$2.88K -30 -0.2%
PCM
521
Parsons Capital Management
Rhode Island
$1.68M +$240K +2,500 +17%
SFWC
522
Strategic Family Wealth Counselors
New Jersey
$1.67M – – –
WFA
523
WestHill Financial Advisors
California
$1.67M +$86.3K +898 +5%
MFG
524
MidWestOne Financial Group
Iowa
$1.65M -$96.4K -1,003 -6%
SA
525
Strategic Advisors
New York
$1.63M -$30.8K -320 -2%
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