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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
676
Alpha Omega Wealth Management
Virginia
$236K – – –
DA
677
Detalus Advisors
Missouri
$235K -$97.5K -1,712 -30%
NA
678
NewEdge Advisors
Louisiana
$235K -$42.1K -740 -15%
SCM
679
SOL Capital Management
Maryland
$235K – – –
AIA
680
Arbor Investment Advisors
North Carolina
$235K +$228 +4 +0.1%
PS
681
Portfolio Solutions
Michigan
$233K – – –
CBOR
682
Community Bank of Raymore
Missouri
$232K – – –
VC
683
Vicus Capital
Pennsylvania
$232K +$230K +4,035 New
CG
684
Corundum Group
Colorado
$231K +$229K +4,020 New
TFA
685
TPG Financial Advisors
Oregon
$230K -$40.4K -710 -15%
BFO
686
Biltmore Family Office
North Carolina
$230K – – –
EWP
687
Engrave Wealth Partners
Texas
$227K -$97K -1,704 -31%
AI
688
Accredited Investors
Minnesota
$226K – – –
OWP
689
Obermeyer Wealth Partners
Colorado
$226K – – –
EAM
690
Eagle Asset Management
Florida
$225K +$225K +3,945 New
PL
691
Plancorp LLC
Missouri
$221K – – –
SW
692
StrongBox Wealth
Missouri
$220K -$14.2K -250 -6%
PMG
693
ProVise Management Group
Florida
$219K +$57 +1 +0%
SW
694
SkyOak Wealth
Michigan
$218K -$122K -2,149 -36%
SG
695
StoneX Group
New York
$218K +$217K +3,804 New
OC
696
Oppenheimer & Co
New York
$213K -$227K -3,988 -52%
FA
697
FCG Advisors
New Jersey
$212K +$211K +3,700 New
FEG
698
Fund Evaluation Group
Ohio
$211K +$210K +3,681 New
MFGP
699
Marshall Financial Group (Pennsylvania)
Pennsylvania
$209K +$207K +3,639 New
MI
700
Markston International
New York
$207K – – –
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