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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
651
Breakwater Capital Group
New Jersey
$860K +$7.62K +84 +0.9%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$859K +$102K +1,123 +13%
SCA
653
Stillwater Capital Advisors
Pennsylvania
$858K -$1.27K -14 -0.1%
CW
654
Curio Wealth
Maryland
$858K +$881K +9,703 New
W
655
Wealthquest
Ohio
$854K -$363 -4 -0%
QCM
656
Quantinno Capital Management
New York
$854K +$48.7K +537 +6%
IF
657
Ironwood Financial
Arizona
$852K – – –
MW
658
Marcum Wealth
Ohio
$849K +$545 +6 +0.1%
AIA
659
Armor Investment Advisors
North Carolina
$842K -$21.8K -240 -2%
MA
660
MCF Advisors
Kentucky
$842K +$203K +2,239 +31%
IDBONY
661
Israel Discount Bank of New York
New York
$842K -$83K -914 -9%
NSIM
662
North Star Investment Management
Illinois
$839K – – –
SSWM
663
Smith Salley Wealth Management
North Carolina
$837K +$17.4K +192 +2%
MCM
664
MidAtlantic Capital Management
Virginia
$833K -$51.9K -572 -6%
EWM
665
Empirical Wealth Management
Washington
$824K – – –
GM
666
GeoWealth Management
Illinois
$824K +$845K +9,315 +310,500%
RIG
667
RiverFront Investment Group
Virginia
$823K +$144K +1,581 +20%
WDG
668
Wealth Dimensions Group
Ohio
$818K +$404K +4,455 +93%
SWM
669
Selective Wealth Management
Virginia
$817K -$10.3K -113 -1%
IAS
670
Insigneo Advisory Services
Florida
$815K +$180K +1,979 +27%
BAM
671
Belpointe Asset Management
Nevada
$809K -$18K -198 -2%
LOPW
672
Live Oak Private Wealth
North Carolina
$809K – – –
BWM
673
Baron Wealth Management
Michigan
$808K +$2.54K +28 +0.3%
FDCP
674
Foster Dykema Cabot & Partners
Massachusetts
$807K – – –
AWG
675
Altus Wealth Group
Colorado
$803K +$96.7K +1,065 +13%
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27
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