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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
651
Live Oak Private Wealth
North Carolina
$364K +$338K +5,307 New
KCPG
652
Kavar Capital Partners Group
Kansas
$361K -$9.36K -147 -3%
RBC
653
Roble Belko & Company
Pennsylvania
$361K – – –
VNA
654
Valley National Advisers
Pennsylvania
$361K +$191 +3 +0.1%
PCA
655
Personal Capital Advisors
California
$361K +$335K +5,261 New
GGS
656
Galvin Gaustad & Stein
Arizona
$361K +$335K +5,263 New
CCM
657
Covington Capital Management
California
$360K -$95.5K -1,500 -22%
OIA
658
Optimum Investment Advisors
Illinois
$360K +$191 +3 +0.1%
FA
659
Fiducient Advisors
Illinois
$351K +$1.15K +18 +0.4%
TI
660
Truepoint Inc
Ohio
$351K +$326K +5,119 New
FNBTCON
661
First National Bank & Trust Co of Newtown
Pennsylvania
$346K +$24.8K +390 +8%
WC
662
Weil Company
California
$345K – – –
GFS
663
GYL Financial Synergies
Connecticut
$343K – – –
FAIM
664
Financial Advocates Investment Management
Washington
$343K +$28.7K +450 +10%
MFA
665
McClarren Financial Advisors
Pennsylvania
$341K +$317K +4,982 New
AWA
666
ARS Wealth Advisors
Florida
$340K +$64 +1 +0%
MA
667
Montag & Associates
Georgia
$338K +$37.1K +583 +13%
KCA
668
Karn Couzens & Associates
Connecticut
$338K +$314K +4,936 New
SW
669
SteelPeak Wealth
California
$336K +$955 +15 +0.3%
BAM
670
Belpointe Asset Management
Nevada
$336K +$38K +597 +14%
BWA
671
BDO Wealth Advisors
Florida
$335K – – –
PWA
672
Providence Wealth Advisors
Illinois
$335K – – –
ZF
673
Zhang Financial
Michigan
$334K +$382 +6 +0.1%
CCP
674
Cassia Capital Partners
North Carolina
$334K +$311K +4,876 New
CIA
675
Capital Investment Advisors
Georgia
$330K +$2.42K +38 +0.8%
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