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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
601
Fort Point Capital Partners
California
$670K +$670K +9,938 New
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$670K -$243K -3,601 -27%
IF
603
Ironwood Financial
Arizona
$669K +$410K +6,078 +158%
AIA
604
Armor Investment Advisors
North Carolina
$666K -$3.03K -45 -0.5%
LCM
605
Linker Capital Management
Kentucky
$659K – – –
KA
606
Klingman & Associates
New York
$655K – – –
BWM
607
BerganKDV Wealth Management
Minnesota
$651K +$2.36K +35 +0.4%
FFBTD
608
First Financial Bank - Trust Division
Ohio
$651K +$202K +3,000 +45%
LOPW
609
Live Oak Private Wealth
North Carolina
$645K – – –
MCC
610
Money Concepts Capital
Florida
$643K +$621K +9,207 +2,842%
ACM
611
Alamar Capital Management
California
$642K +$67.4K +1,000 +12%
CL
612
CIM LLC
New York
$641K +$12.6K +187 +2%
HS
613
Horan Securities
United States
$641K -$4.52K -67 -0.7%
SS
614
Sunbelt Securities
Texas
$637K +$2.77K +41 +0.4%
BAM
615
Belpointe Asset Management
Nevada
$633K +$66.6K +987 +12%
CBT
616
Central Bank & Trust
Kentucky
$632K -$25.3K -375 -4%
FG
617
Fiduciary Group
Georgia
$630K -$15.2K -225 -2%
MWM
618
Mission Wealth Management
California
$628K +$64.3K +953 +11%
MA
619
Mutual Advisors
Nebraska
$626K +$3.57K +53 +0.6%
SFP
620
Shepherd Financial Partners
Massachusetts
$625K -$1.62M -24,094 -72%
V
621
ViaWealth
Kansas
$623K +$608K +9,017 New
BWA
622
BlueSky Wealth Advisors
North Carolina
$623K -$98.6K -1,463 -14%
BFA
623
Beacon Financial Advisory
Ohio
$619K -$11.8K -175 -2%
PWMAG
624
Pinnacle Wealth Management Advisory Group
New Jersey
$619K -$399K -5,920 -39%
IAG
625
Investment Advisory Group
Massachusetts
$617K +$11.5K +171 +2%
23 24
25
26 27