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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
676
Capital Bank & Trust
California
$393K +$80.6K +1,115 +27%
BWP
677
Bernardo Wealth Planning
Pennsylvania
$392K -$41.6K -576 -10%
LA
678
Legacy Advisors
Pennsylvania
$392K -$36.9K -510 -9%
BW
679
Bison Wealth
Georgia
$391K -$18.1K -250 -5%
KCPG
680
Kavar Capital Partners Group
Kansas
$390K – – –
GGS
681
Galvin Gaustad & Stein
Arizona
$389K – – –
RBC
682
Roble Belko & Company
Pennsylvania
$389K – – –
VNA
683
Valley National Advisers
Pennsylvania
$389K – – –
OIA
684
Optimum Investment Advisors
Illinois
$389K +$217 +3 +0.1%
ABC
685
Associated Banc-Corp
Wisconsin
$389K +$400K +5,535 +159%
CCM
686
Covington Capital Management
California
$388K – – –
SCM
687
SOL Capital Management
Maryland
$387K +$49.2K +680 +15%
CWM
688
Cordatus Wealth Management
Pennsylvania
$386K -$9.98K -138 -3%
PCA
689
Personal Capital Advisors
California
$385K -$3.69K -51 -1%
DA
690
Detalus Advisors
Missouri
$383K +$80.2K +1,109 +27%
WI
691
Wintrust Investments
Illinois
$379K +$371K +5,130 New
TI
692
Truepoint Inc
Ohio
$377K -$1.16K -16 -0.3%
BAM
693
Belpointe Asset Management
Nevada
$373K +$11.3K +157 +3%
SIM
694
Stratos Investment Management
Ohio
$373K +$364K +5,039 New
WC
695
Weil Company
California
$372K – – –
LI
696
LVZ Inc
Michigan
$370K -$21.9K -303 -6%
GFS
697
GYL Financial Synergies
Connecticut
$370K – – –
MFA
698
McClarren Financial Advisors
Pennsylvania
$369K +$72 +1 +0%
AWA
699
ARS Wealth Advisors
Florida
$367K +$72 +1 +0%
KCA
700
Karn Couzens & Associates
Connecticut
$365K – – –
26 27
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