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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
601
Pacific Global Investment Management
California
$528K – – –
LWA
602
LWS Wealth Advisors
New Jersey
$527K -$138K -2,013 -19%
BTI
603
Blue Trust Inc
Georgia
$527K +$5.71K +83 +1%
BAM
604
Belpointe Asset Management
Nevada
$522K +$353K +5,134 +157%
CT
605
Caldwell Trust
Florida
$522K – – –
MWM
606
Mission Wealth Management
California
$520K +$34.4K +500 +6%
LC
607
Lindbrook Capital
California
$519K – – –
SCI
608
S&CO Inc
Massachusetts
$518K – – –
WCM
609
Windsor Capital Management
Arizona
$514K -$138 -2 -0%
RW
610
REDW Wealth
New Mexico
$510K – – –
CT
611
Columbia Trust
Oregon
$507K – – –
BA
612
Ballew Advisors
Mississippi
$506K -$3.58K -52 -0.6%
PL
613
Parthenon LLC
Kentucky
$503K – – –
VFIC
614
Valley Forge Investment Consultants
Pennsylvania
$503K – – –
RCAG
615
Rehmann Capital Advisory Group
Michigan
$503K -$102K -1,481 -15%
BFA
616
Beaumont Financial Advisors
Massachusetts
$501K +$554K +8,055 New
RCM
617
Radnor Capital Management
Pennsylvania
$500K -$8.32K -121 -1%
RPGK
618
Retirement Planning Group (Kansas)
Kansas
$496K -$4.26K -62 -0.8%
CWA
619
Canvas Wealth Advisors
Kansas
$495K +$59.8K +870 +13%
MLL
620
Moody Lynn & Lieberson
Massachusetts
$491K – – –
ST
621
Smithfield Trust
Pennsylvania
$489K – – –
BFM
622
Broadview Financial Management
Wisconsin
$488K +$1.44K +21 +0.3%
CCFCSB
623
Cape Cod Five Cents Savings Bank
Massachusetts
$486K -$62.7K -911 -10%
CPSAC
624
Chas P. Smith & Associates (CPS)
Florida
$486K +$2.68K +39 +0.5%
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$484K -$825 -12 -0.2%
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